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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 | $179,505 | $165,399+8.5% | $149,745+19.9% | $158,982+12.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.87% | 348.34%-328.5pp | 276.72%-256.8pp | 302.99%-283.1pp |
| Employer contribution / active EE | $12,491 | $5,105+144.7% | $4,646+168.9% | $4,763+162.2% |
| Participant deferral / active EE | $16,567 | $7,183+130.6% | $6,843+142.1% | $5,983+176.9% |
| Admin fee / account holder | $1,360 | $10,811-87.4% | $9,312-85.4% | $11,252-87.9% |