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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 | $172,489 | $181,062-4.7% | $158,223+9.0% | $155,188+11.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.49% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $28,379 | $4,565+521.7% | $4,109+590.7% | $4,248+568.1% |
| Participant deferral / active EE | $20,412 | $6,134+232.7% | $5,467+273.4% | $6,531+212.5% |
| Admin fee / account holder | $652 | $18,825-96.5% | $16,047-95.9% | $14,480-95.5% |