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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 | $170,711 | $162,136+5.3% | $152,301+12.1% | $154,746+10.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.06% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $16,938 | $4,890+246.4% | $4,624+266.3% | $4,379+286.8% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $3,414 | $15,759-78.3% | $14,398-76.3% | $14,365-76.2% |