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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 | $172,981 | $162,136+6.7% | $152,301+13.6% | $154,746+11.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.72% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $15,206 | $4,890+210.9% | $4,624+228.8% | $4,379+247.2% |
| Participant deferral / active EE | $15,248 | $8,341+82.8% | $8,004+90.5% | $6,730+126.6% |
| Admin fee / account holder | $1,763 | $15,759-88.8% | $14,398-87.8% | $14,365-87.7% |