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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 | $164,760 | $183,592-10.3% | $155,574+5.9% | $145,877+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $5,052 | $5,317-5.0% | $4,676+8.0% | $4,663+8.3% |
| Participant deferral / active EE | $17,828 | $6,466+175.7% | $5,629+216.7% | $6,691+166.5% |
| Admin fee / account holder | $1,976 | $19,316-89.8% | $15,914-87.6% | $13,402-85.3% |