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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 | $160,277 | $162,136-1.1% | $152,301+5.2% | $154,746+3.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.11% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,980 | $4,890+22.3% | $4,624+29.3% | $4,379+36.6% |
| Participant deferral / active EE | $14,408 | $8,341+72.7% | $8,004+80.0% | $6,730+114.1% |
| Admin fee / account holder | $17,320 | $15,759+9.9% | $14,398+20.3% | $14,365+20.6% |