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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 | $174,379+7.3% | $152,093+23.0% | $138,895+34.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.38% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $7,839 | $4,652+68.5% | $4,175+87.8% | $4,194+86.9% |
| Participant deferral / active EE | $16,645 | $6,159+170.3% | $5,451+205.3% | $6,396+160.2% |
| Admin fee / account holder | $16,528 | $16,880-2.1% | $14,497+14.0% | $12,562+31.6% |