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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 | $156,398+3.7% | $147,318+10.1% | $138,895+16.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,647 | $4,853+16.4% | $4,593+22.9% | $4,194+34.6% |
| Participant deferral / active EE | $12,706 | $8,237+54.2% | $7,906+60.7% | $6,396+98.6% |
| Admin fee / account holder | $1,067 | $14,976-92.9% | $13,708-92.2% | $12,562-91.5% |