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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 | $162,212 | $162,1360% | $152,301+6.5% | $154,746+4.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.22% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,647 | $4,890+15.5% | $4,624+22.1% | $4,379+29.0% |
| Participant deferral / active EE | $12,706 | $8,341+52.3% | $8,004+58.7% | $6,730+88.8% |
| Admin fee / account holder | $1,067 | $15,759-93.2% | $14,398-92.6% | $14,365-92.6% |