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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 | $183,303 | $162,136+13.1% | $152,301+20.4% | $154,746+18.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.81% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,082 | $4,890-57.4% | $4,624-55.0% | $4,379-52.5% |
| Participant deferral / active EE | $4,644 | $8,341-44.3% | $8,004-42.0% | $6,730-31.0% |
| Admin fee / account holder | $15,097 | $15,759-4.2% | $14,398+4.9% | $14,365+5.1% |