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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 | $179,628 | $174,379+3.0% | $152,093+18.1% | $138,895+29.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.26% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $8,546 | $4,652+83.7% | $4,175+104.7% | $4,194+103.8% |
| Participant deferral / active EE | $4,423 | $6,159-28.2% | $5,451-18.9% | $6,396-30.8% |
| Admin fee / account holder | $25,009 | $16,880+48.2% | $14,497+72.5% | $12,562+99.1% |