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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 | $154,383 | $165,399-6.7% | $149,745+3.1% | $158,982-2.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.66% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.3pp |
| Employer contribution / active EE | $13,748 | $5,105+169.3% | $4,646+195.9% | $4,763+188.7% |
| Participant deferral / active EE | $15,769 | $7,183+119.5% | $6,843+130.4% | $5,983+163.5% |
| Admin fee / account holder | $11,361 | $10,811+5.1% | $9,312+22.0% | $11,252+1.0% |