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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 | $167,664 | $165,399+1.4% | $149,745+12.0% | $158,982+5.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.11% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $6,564 | $5,105+28.6% | $4,646+41.3% | $4,763+37.8% |
| Participant deferral / active EE | $10,478 | $7,183+45.9% | $6,843+53.1% | $5,983+75.1% |
| Admin fee / account holder | $633 | $10,811-94.1% | $9,312-93.2% | $11,252-94.4% |