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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 | $177,884 | $165,399+7.5% | $149,745+18.8% | $158,982+11.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.66% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $8,342 | $5,105+63.4% | $4,646+79.6% | $4,763+75.2% |
| Participant deferral / active EE | $10,545 | $7,183+46.8% | $6,843+54.1% | $5,983+76.2% |
| Admin fee / account holder | $6,611 | $10,811-38.9% | $9,312-29.0% | $11,252-41.2% |