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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 | $181,062-5.5% | $158,223+8.1% | $155,188+10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.89% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-124.9pp |
| Employer contribution / active EE | $3,704 | $4,565-18.9% | $4,109-9.8% | $4,248-12.8% |
| Participant deferral / active EE | $9,796 | $6,134+59.7% | $5,467+79.2% | $6,531+50.0% |
| Admin fee / account holder | $997 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |