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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 | $183,813 | $176,105+4.4% | $159,474+15.3% | $167,536+9.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.95% | 331.91%-318.0pp | 263.68%-249.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $8,070 | $5,299+52.3% | $4,831+67.1% | $4,839+66.8% |
| Participant deferral / active EE | $7,679 | $7,751-0.9% | $7,353+4.4% | $6,342+21.1% |
| Admin fee / account holder | $2,606 | $12,559-79.3% | $10,802-75.9% | $12,315-78.8% |