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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 | $174,393 | $162,136+7.6% | $152,301+14.5% | $154,746+12.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.15% | 91.02%-73.9pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $33,781 | $4,890+590.8% | $4,624+630.5% | $4,379+671.4% |
| Participant deferral / active EE | $18,633 | $8,341+123.4% | $8,004+132.8% | $6,730+176.9% |
| Admin fee / account holder | $2,359 | $15,759-85.0% | $14,398-83.6% | $14,365-83.6% |