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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 | $169,910 | $154,228+10.2% | $145,433+16.8% | $137,256+23.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.77% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,513 | $4,804-47.7% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $5,391 | $8,216-34.4% | $7,897-31.7% | $6,407-15.9% |
| Admin fee / account holder | $971 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |