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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 | $174,920 | $157,296+11.2% | $141,191+23.9% | $152,897+14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.73% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $3,196 | $5,262-39.3% | $4,736-32.5% | $4,764-32.9% |
| Participant deferral / active EE | $9,661 | $7,111+35.9% | $6,710+44.0% | $5,851+65.1% |
| Admin fee / account holder | $1,645 | $12,125-86.4% | $10,264-84.0% | $11,599-85.8% |