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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 | $175,068 | $148,629+17.8% | $135,982+28.7% | $139,487+25.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.11% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $4,508 | $5,247-14.1% | $4,859-7.2% | $4,755-5.2% |
| Participant deferral / active EE | $15,118 | $8,102+86.6% | $7,760+94.8% | $6,713+125.2% |
| Admin fee / account holder | $583 | $12,406-95.3% | $10,767-94.6% | $11,407-94.9% |