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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 | $169,341 | $165,399+2.4% | $149,745+13.1% | $158,982+6.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.18% | 348.34%-334.2pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $4,536 | $5,105-11.1% | $4,646-2.4% | $4,763-4.8% |
| Participant deferral / active EE | $5,670 | $7,183-21.1% | $6,843-17.1% | $5,983-5.2% |
| Admin fee / account holder | $1,407 | $10,811-87.0% | $9,312-84.9% | $11,252-87.5% |