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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 | $198,501 | $162,136+22.4% | $152,301+30.3% | $154,746+28.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.00% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $5,000 | $4,890+2.2% | $4,624+8.1% | $4,379+14.2% |
| Participant deferral / active EE | $8,126 | $8,341-2.6% | $8,004+1.5% | $6,730+20.7% |
| Admin fee / account holder | $558 | $15,759-96.5% | $14,398-96.1% | $14,365-96.1% |