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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 | $162,132 | $165,381-2.0% | $149,730+8.3% | $158,966+2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.59% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.4pp |
| Employer contribution / active EE | $11,548 | $5,104+126.2% | $4,645+148.6% | $4,762+142.5% |
| Participant deferral / active EE | $9,885 | $7,182+37.6% | $6,843+44.5% | $5,983+65.2% |
| Admin fee / account holder | $9,428 | $10,809-12.8% | $9,310+1.3% | $11,250-16.2% |