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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 | $182,947 | $178,174+2.7% | $156,181+17.1% | $137,256+33.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.75% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $8,304 | $4,972+67.0% | $4,294+93.4% | $4,156+99.8% |
| Participant deferral / active EE | $17,312 | $6,888+151.3% | $6,132+182.3% | $6,407+170.2% |
| Admin fee / account holder | $6,853 | $17,404-60.6% | $14,586-53.0% | $12,270-44.1% |