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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 | $174,239 | $166,242+4.8% | $165,071+5.6% | $145,884+19.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.72% | 100.44%-84.7pp | 70.17%-54.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $8,480 | $5,283+60.5% | $4,347+95.1% | $4,662+81.9% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,690+128.0% |
| Admin fee / account holder | $1,028 | $16,658-93.8% | $12,695-91.9% | $13,392-92.3% |