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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 | $174,699 | $178,174-2.0% | $156,181+11.9% | $137,256+27.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.43% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,259 | $4,972-54.6% | $4,294-47.4% | $4,156-45.6% |
| Participant deferral / active EE | $10,404 | $6,888+51.1% | $6,132+69.7% | $6,407+62.4% |
| Admin fee / account holder | $375 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |