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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 | $196,485 | $183,627+7.0% | $155,602+26.3% | $145,978+34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.32% | 61.32%-31.0pp | 64.81%-34.5pp | 550.52%-520.2pp |
| Employer contribution / active EE | $5,455 | $5,316+2.6% | $4,675+16.7% | $4,662+17.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,694 | $19,327-91.2% | $15,923-89.4% | $13,400-87.4% |