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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 | $174,969 | $172,111+1.7% | $150,298+16.4% | $137,256+27.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.41% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $20,563 | $4,636+343.5% | $4,154+395.0% | $4,156+394.8% |
| Participant deferral / active EE | $11,750 | $6,166+90.6% | $5,453+115.5% | $6,407+83.4% |
| Admin fee / account holder | $2,012 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |