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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 | $171,718 | $181,062-5.2% | $158,223+8.5% | $155,188+10.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.20% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $10,782 | $4,565+136.2% | $4,109+162.4% | $4,248+153.8% |
| Participant deferral / active EE | $7,411 | $6,134+20.8% | $5,467+35.6% | $6,531+13.5% |
| Admin fee / account holder | $1,948 | $18,825-89.7% | $16,047-87.9% | $14,480-86.5% |