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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 | $170,015 | $154,228+10.2% | $145,433+16.9% | $137,256+23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.45% | 74.59%-43.1pp | 66.58%-35.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $5,174 | $4,804+7.7% | $4,554+13.6% | $4,156+24.5% |
| Participant deferral / active EE | $18,473 | $8,216+124.8% | $7,897+133.9% | $6,407+188.3% |
| Admin fee / account holder | $1,187 | $14,344-91.7% | $13,129-91.0% | $12,270-90.3% |