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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 | $161,156 | $209,336-23.0% | $197,124-18.2% | $137,256+17.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.11% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,804 | $6,591+3.2% | $6,227+9.3% | $4,156+63.7% |
| Participant deferral / active EE | $11,051 | $9,614+14.9% | $9,135+21.0% | $6,407+72.5% |
| Admin fee / account holder | $997 | $17,308-94.2% | $16,298-93.9% | $12,270-91.9% |