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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 | $162,136+6.1% | $152,301+12.9% | $154,746+11.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.88% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,578 | $4,890-6.4% | $4,624-1.0% | $4,379+4.5% |
| Participant deferral / active EE | $12,657 | $8,341+51.7% | $8,004+58.1% | $6,730+88.1% |
| Admin fee / account holder | $12,631 | $15,759-19.8% | $14,398-12.3% | $14,365-12.1% |