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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 | $164,880 | $156,398+5.4% | $147,318+11.9% | $138,895+18.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,611 | $4,853+77.4% | $4,593+87.5% | $4,194+105.3% |
| Participant deferral / active EE | $19,206 | $8,237+133.2% | $7,906+142.9% | $6,396+200.3% |
| Admin fee / account holder | $1,894 | $14,976-87.4% | $13,708-86.2% | $12,562-84.9% |