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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 | $157,681 | $156,398+0.8% | $147,318+7.0% | $138,895+13.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.24% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $21,218 | $4,853+337.2% | $4,593+362.0% | $4,194+405.9% |
| Participant deferral / active EE | $12,388 | $8,237+50.4% | $7,906+56.7% | $6,396+93.7% |
| Admin fee / account holder | $5,913 | $14,976-60.5% | $13,708-56.9% | $12,562-52.9% |