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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 | $166,694 | $157,296+6.0% | $141,191+18.1% | $152,897+9.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.60% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $8,039 | $5,262+52.8% | $4,736+69.7% | $4,764+68.8% |
| Participant deferral / active EE | $10,007 | $7,111+40.7% | $6,710+49.1% | $5,851+71.0% |
| Admin fee / account holder | $9,995 | $12,125-17.6% | $10,264-2.6% | $11,599-13.8% |