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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,105 | $185,312+1.0% | $161,489+15.9% | $154,746+20.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.38% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,839 | $4,769+64.4% | $4,268+83.7% | $4,379+79.0% |
| Participant deferral / active EE | $16,645 | $6,350+162.1% | $5,630+195.7% | $6,730+147.3% |
| Admin fee / account holder | $16,528 | $18,654-11.4% | $16,006+3.3% | $14,365+15.1% |