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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 | $175,825 | $185,312-5.1% | $161,489+8.9% | $154,746+13.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.02% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $13,038 | $4,769+173.4% | $4,268+205.5% | $4,379+197.7% |
| Participant deferral / active EE | $4,033 | $6,350-36.5% | $5,630-28.4% | $6,730-40.1% |
| Admin fee / account holder | $2,002 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |