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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 | $171,089 | $185,312-7.7% | $161,489+5.9% | $154,746+10.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.89% | 103.84%-80.0pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $3,704 | $4,769-22.3% | $4,268-13.2% | $4,379-15.4% |
| Participant deferral / active EE | $9,796 | $6,350+54.3% | $5,630+74.0% | $6,730+45.6% |
| Admin fee / account holder | $997 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |