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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 | $164,869 | $162,136+1.7% | $152,301+8.3% | $154,746+6.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.63% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $39,583 | $4,890+709.4% | $4,624+755.9% | $4,379+803.9% |
| Participant deferral / active EE | $27,909 | $8,341+234.6% | $8,004+248.7% | $6,730+314.7% |
| Admin fee / account holder | $1,062 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |