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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 | $162,591 | $155,555+4.5% | $146,866+10.7% | $155,188+4.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.98% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $4,908 | $4,647+5.6% | $4,425+10.9% | $4,248+15.5% |
| Participant deferral / active EE | $13,870 | $8,044+72.4% | $7,759+78.8% | $6,531+112.4% |
| Admin fee / account holder | $27,045 | $14,755+83.3% | $13,620+98.6% | $14,480+86.8% |