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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 | $171,153 | $185,312-7.6% | $161,489+6.0% | $154,746+10.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.78% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $5,946 | $4,769+24.7% | $4,268+39.3% | $4,379+35.8% |
| Participant deferral / active EE | $16,416 | $6,350+158.5% | $5,630+191.6% | $6,730+143.9% |
| Admin fee / account holder | $1,682 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |