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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 | $170,283 | $178,174-4.4% | $156,181+9.0% | $137,256+24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.75% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,682 | $4,972+14.3% | $4,294+32.3% | $4,156+36.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,828 | $17,404-26.3% | $14,586-12.1% | $12,270+4.5% |