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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 | $225,282 | $223,823+0.7% | $211,142+6.7% | $154,746+45.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.92% | 50.39%-37.5pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,485 | $6,787-19.2% | $6,442-14.9% | $4,379+25.3% |
| Participant deferral / active EE | $12,213 | $9,750+25.3% | $9,284+31.5% | $6,730+81.5% |
| Admin fee / account holder | $388 | $19,707-98.0% | $19,076-98.0% | $14,365-97.3% |