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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 | $168,800 | $165,399+2.1% | $149,745+12.7% | $158,982+6.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.55% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $7,672 | $5,105+50.3% | $4,646+65.1% | $4,763+61.1% |
| Participant deferral / active EE | $8,026 | $7,183+11.7% | $6,843+17.3% | $5,983+34.1% |
| Admin fee / account holder | $2,192 | $10,811-79.7% | $9,312-76.5% | $11,252-80.5% |