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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 | $182,170 | $178,174+2.2% | $156,181+16.6% | $137,256+32.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.13% | 84.19%-66.1pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $27,391 | $4,972+450.9% | $4,294+537.9% | $4,156+559.1% |
| Participant deferral / active EE | $13,082 | $6,888+89.9% | $6,132+113.3% | $6,407+104.2% |
| Admin fee / account holder | $711 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |