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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 | $180,364 | $155,555+15.9% | $146,866+22.8% | $155,188+16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.46% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,815 | $4,647-17.9% | $4,425-13.8% | $4,248-10.2% |
| Participant deferral / active EE | $21,967 | $8,044+173.1% | $7,759+183.1% | $6,531+236.3% |
| Admin fee / account holder | $29,279 | $14,755+98.4% | $13,620+115.0% | $14,480+102.2% |