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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 | $168,719 | $185,312-9.0% | $161,489+4.5% | $154,746+9.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 101.08% | 103.84%-2.8pp | 89.72%+11.4pp | 172.34%-71.3pp |
| Employer contribution / active EE | $7,634 | $4,769+60.1% | $4,268+78.9% | $4,379+74.3% |
| Participant deferral / active EE | $8,976 | $6,350+41.4% | $5,630+59.4% | $6,730+33.4% |
| Admin fee / account holder | $894 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |