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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 | $180,566 | $165,399+9.2% | $149,745+20.6% | $158,982+13.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.90% | 348.34%-327.4pp | 276.72%-255.8pp | 302.99%-282.1pp |
| Employer contribution / active EE | $6,948 | $5,105+36.1% | $4,646+49.6% | $4,763+45.9% |
| Participant deferral / active EE | $18,573 | $7,183+158.6% | $6,843+171.4% | $5,983+210.4% |
| Admin fee / account holder | $34,654 | $10,811+220.5% | $9,312+272.2% | $11,252+208.0% |