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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 | $176,595 | $174,379+1.3% | $152,093+16.1% | $138,895+27.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.02% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $14,839 | $4,652+219.0% | $4,175+255.5% | $4,194+253.8% |
| Participant deferral / active EE | $14,236 | $6,159+131.1% | $5,451+161.1% | $6,396+122.6% |
| Admin fee / account holder | $1,839 | $16,880-89.1% | $14,497-87.3% | $12,562-85.4% |