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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 | $153,502 | $165,399-7.2% | $149,745+2.5% | $158,982-3.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.69% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $6,403 | $5,105+25.4% | $4,646+37.8% | $4,763+34.4% |
| Participant deferral / active EE | $9,429 | $7,183+31.3% | $6,843+37.8% | $5,983+57.6% |
| Admin fee / account holder | $11,772 | $10,811+8.9% | $9,312+26.4% | $11,252+4.6% |