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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 | $176,488 | $162,136+8.9% | $152,301+15.9% | $154,746+14.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.04% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $9,060 | $4,890+85.3% | $4,624+95.9% | $4,379+106.9% |
| Participant deferral / active EE | $16,638 | $8,341+99.5% | $8,004+107.9% | $6,730+147.2% |
| Admin fee / account holder | $4,898 | $15,759-68.9% | $14,398-66.0% | $14,365-65.9% |