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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 | $160,990 | $157,296+2.3% | $141,191+14.0% | $152,897+5.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.88% | 64.34%-42.5pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,599 | $5,262-31.6% | $4,736-24.0% | $4,764-24.4% |
| Participant deferral / active EE | $10,876 | $7,111+53.0% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $14,729 | $12,125+21.5% | $10,264+43.5% | $11,599+27.0% |