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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 | $163,527 | $154,228+6.0% | $145,433+12.4% | $137,256+19.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.86% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $31,343 | $4,804+552.4% | $4,554+588.2% | $4,156+654.1% |
| Participant deferral / active EE | $22,961 | $8,216+179.5% | $7,897+190.7% | $6,407+258.4% |
| Admin fee / account holder | $2,344 | $14,344-83.7% | $13,129-82.1% | $12,270-80.9% |