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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 | $161,164 | $185,312-13.0% | $161,489-0.2% | $154,746+4.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 10.11% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $44,175 | $4,769+826.3% | $4,268+935.0% | $4,379+908.8% |
| Participant deferral / active EE | $22,325 | $6,350+251.6% | $5,630+296.5% | $6,730+231.7% |
| Admin fee / account holder | $193,957 | $18,654+939.7% | $16,006+1111.8% | $14,365+1250.2% |