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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 | $197,636 | $165,399+19.5% | $149,745+32.0% | $158,982+24.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.70% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $5,183 | $5,105+1.5% | $4,646+11.6% | $4,763+8.8% |
| Participant deferral / active EE | $9,083 | $7,183+26.5% | $6,843+32.7% | $5,983+51.8% |
| Admin fee / account holder | $10,484 | $10,811-3.0% | $9,312+12.6% | $11,252-6.8% |