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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 | $176,126 | $174,379+1.0% | $152,093+15.8% | $138,895+26.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.17% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $23,485 | $4,652+404.9% | $4,175+462.6% | $4,194+459.9% |
| Participant deferral / active EE | $18,013 | $6,159+192.5% | $5,451+230.4% | $6,396+181.6% |
| Admin fee / account holder | $11,653 | $16,880-31.0% | $14,497-19.6% | $12,562-7.2% |