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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 | $163,504 | $172,111-5.0% | $150,298+8.8% | $137,256+19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.23% | 69.37%-56.1pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,598 | $4,636+20.7% | $4,154+34.8% | $4,156+34.7% |
| Participant deferral / active EE | $7,956 | $6,166+29.0% | $5,453+45.9% | $6,407+24.2% |
| Admin fee / account holder | $39,729 | $16,471+141.2% | $14,116+181.4% | $12,270+223.8% |