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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 | $171,960 | $155,555+10.5% | $146,866+17.1% | $155,188+10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.88% | 115.41%-97.5pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $4,578 | $4,647-1.5% | $4,425+3.5% | $4,248+7.8% |
| Participant deferral / active EE | $12,657 | $8,044+57.3% | $7,759+63.1% | $6,531+93.8% |
| Admin fee / account holder | $12,631 | $14,755-14.4% | $13,620-7.3% | $14,480-12.8% |