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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 | $185,312-5.6% | $161,489+8.3% | $154,746+13.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.41% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $20,563 | $4,769+331.2% | $4,268+381.8% | $4,379+369.6% |
| Participant deferral / active EE | $11,750 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $2,012 | $18,654-89.2% | $16,006-87.4% | $14,365-86.0% |