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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 | $160,290 | $165,399-3.1% | $149,745+7.0% | $158,982+0.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.42% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $9,110 | $5,105+78.5% | $4,646+96.1% | $4,763+91.3% |
| Participant deferral / active EE | $6,037 | $7,183-15.9% | $6,843-11.8% | $5,983+0.9% |
| Admin fee / account holder | $2,553 | $10,811-76.4% | $9,312-72.6% | $11,252-77.3% |