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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 | $171,744 | $155,555+10.4% | $146,866+16.9% | $155,188+10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.93% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $8,579 | $4,647+84.6% | $4,425+93.9% | $4,248+102.0% |
| Participant deferral / active EE | $15,148 | $8,044+88.3% | $7,759+95.2% | $6,531+131.9% |
| Admin fee / account holder | $33,050 | $14,755+124.0% | $13,620+142.7% | $14,480+128.2% |