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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 | $178,969 | $165,361+8.2% | $149,715+19.5% | $158,950+12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.64% | 348.24%-331.6pp | 276.66%-260.0pp | 302.91%-286.3pp |
| Employer contribution / active EE | $4,629 | $5,103-9.3% | $4,645-0.3% | $4,762-2.8% |
| Participant deferral / active EE | $18,704 | $7,182+160.4% | $6,842+173.4% | $5,983+212.6% |
| Admin fee / account holder | $1,374 | $10,808-87.3% | $9,310-85.2% | $11,248-87.8% |