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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 | $176,544 | $172,111+2.6% | $150,298+17.5% | $137,256+28.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.97% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $43,544 | $4,636+839.2% | $4,154+948.2% | $4,156+947.7% |
| Participant deferral / active EE | $9,452 | $6,166+53.3% | $5,453+73.3% | $6,407+47.5% |
| Admin fee / account holder | $1,066 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |