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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 | $179,973 | $148,629+21.1% | $135,982+32.4% | $139,487+29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.12% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $4,617 | $5,247-12.0% | $4,859-5.0% | $4,755-2.9% |
| Participant deferral / active EE | $10,846 | $8,102+33.9% | $7,760+39.8% | $6,713+61.6% |
| Admin fee / account holder | $1,939 | $12,406-84.4% | $10,767-82.0% | $11,407-83.0% |