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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 | $167,187 | $162,136+3.1% | $152,301+9.8% | $154,746+8.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.84% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $6,461 | $4,890+32.1% | $4,624+39.7% | $4,379+47.5% |
| Participant deferral / active EE | $6,164 | $8,341-26.1% | $8,004-23.0% | $6,730-8.4% |
| Admin fee / account holder | $1,175 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |