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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 | $184,029 | $157,296+17.0% | $141,191+30.3% | $152,897+20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.48% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $5,280 | $5,262+0.3% | $4,736+11.5% | $4,764+10.8% |
| Participant deferral / active EE | $18,785 | $7,111+164.2% | $6,710+180.0% | $5,851+221.1% |
| Admin fee / account holder | $6,877 | $12,125-43.3% | $10,264-33.0% | $11,599-40.7% |