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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 | $174,379+0.9% | $152,093+15.6% | $138,895+26.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.35% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $5,631 | $4,652+21.0% | $4,175+34.9% | $4,194+34.2% |
| Participant deferral / active EE | $16,485 | $6,159+167.7% | $5,451+202.4% | $6,396+157.7% |
| Admin fee / account holder | $15,650 | $16,880-7.3% | $14,497+8.0% | $12,562+24.6% |