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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 | $173,523 | $182,442-4.9% | $163,379+6.2% | $138,895+24.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.49% | 72.74%-60.2pp | 63.41%-50.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $13,256 | $4,159+218.7% | $3,752+253.3% | $4,194+216.1% |
| Participant deferral / active EE | $10,146 | $6,817+48.8% | $6,282+61.5% | $6,396+58.6% |
| Admin fee / account holder | $49,556 | $10,396+376.7% | $9,818+404.8% | $12,562+294.5% |