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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 | $188,541 | $162,136+16.3% | $152,301+23.8% | $154,746+21.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.13% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $6,418 | $4,890+31.2% | $4,624+38.8% | $4,379+46.6% |
| Participant deferral / active EE | $24,012 | $8,341+187.9% | $8,004+200.0% | $6,730+256.8% |
| Admin fee / account holder | $1,058 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |