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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 | $166,207 | $157,270+5.7% | $141,173+17.7% | $152,870+8.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.28% | 64.33%-44.0pp | 71.40%-51.1pp | 345.34%-325.1pp |
| Employer contribution / active EE | $5,351 | $5,261+1.7% | $4,735+13.0% | $4,763+12.4% |
| Participant deferral / active EE | $9,501 | $7,110+33.6% | $6,710+41.6% | $5,850+62.4% |
| Admin fee / account holder | $21,256 | $12,121+75.4% | $10,262+107.1% | $11,597+83.3% |