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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 | $175,893 | $181,062-2.9% | $158,223+11.2% | $155,188+13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.35% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $5,631 | $4,565+23.4% | $4,109+37.0% | $4,248+32.6% |
| Participant deferral / active EE | $16,485 | $6,134+168.7% | $5,467+201.5% | $6,531+152.4% |
| Admin fee / account holder | $15,650 | $18,825-16.9% | $16,047-2.5% | $14,480+8.1% |