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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 | $170,450 | $157,296+8.4% | $141,191+20.7% | $152,897+11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.64% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $4,878 | $5,262-7.3% | $4,736+3.0% | $4,764+2.4% |
| Participant deferral / active EE | $8,167 | $7,111+14.8% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $38,243 | $12,125+215.4% | $10,264+272.6% | $11,599+229.7% |