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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 | $189,836 | $185,312+2.4% | $161,489+17.6% | $154,746+22.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.87% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $18,819 | $4,769+294.6% | $4,268+340.9% | $4,379+329.7% |
| Participant deferral / active EE | $11,748 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $2,742 | $18,654-85.3% | $16,006-82.9% | $14,365-80.9% |