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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 | $174,850 | $148,629+17.6% | $135,982+28.6% | $139,487+25.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.18% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.7pp |
| Employer contribution / active EE | $6,153 | $5,247+17.3% | $4,859+26.6% | $4,755+29.4% |
| Participant deferral / active EE | $5,554 | $8,102-31.5% | $7,760-28.4% | $6,713-17.3% |
| Admin fee / account holder | $941 | $12,406-92.4% | $10,767-91.3% | $11,407-91.7% |