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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 | $159,821 | $185,312-13.8% | $161,489-1.0% | $154,746+3.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.48% | 103.84%-91.4pp | 89.72%-77.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $15,404 | $4,769+223.0% | $4,268+260.9% | $4,379+251.8% |
| Participant deferral / active EE | $20,667 | $6,350+225.5% | $5,630+267.1% | $6,730+207.1% |
| Admin fee / account holder | $5,467 | $18,654-70.7% | $16,006-65.8% | $14,365-61.9% |