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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 | $176,994 | $162,136+9.2% | $152,301+16.2% | $154,746+14.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.56% | 91.02%-71.5pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $16,311 | $4,890+233.5% | $4,624+252.7% | $4,379+272.5% |
| Participant deferral / active EE | $15,913 | $8,341+90.8% | $8,004+98.8% | $6,730+136.4% |
| Admin fee / account holder | $15,071 | $15,759-4.4% | $14,398+4.7% | $14,365+4.9% |