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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 | $181,895 | $165,399+10.0% | $149,745+21.5% | $158,982+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.18% | 348.34%-323.2pp | 276.72%-251.5pp | 302.99%-277.8pp |
| Employer contribution / active EE | $9,017 | $5,105+76.6% | $4,646+94.1% | $4,763+89.3% |
| Participant deferral / active EE | $9,952 | $7,183+38.5% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $1,696 | $10,811-84.3% | $9,312-81.8% | $11,252-84.9% |