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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 | $181,992 | $148,582+22.5% | $135,942+33.9% | $139,456+30.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.24% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,779 | $5,245-66.1% | $4,858-63.4% | $4,753-62.6% |
| Participant deferral / active EE | $8,721 | $8,101+7.6% | $7,759+12.4% | $6,711+29.9% |
| Admin fee / account holder | $11,468 | $12,402-7.5% | $10,764+6.5% | $11,407+0.5% |