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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 | $165,361-3.1% | $149,715+7.1% | $158,950+0.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.42% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.5pp |
| Employer contribution / active EE | $9,110 | $5,103+78.5% | $4,645+96.1% | $4,762+91.3% |
| Participant deferral / active EE | $6,037 | $7,182-15.9% | $6,842-11.8% | $5,983+0.9% |
| Admin fee / account holder | $2,553 | $10,808-76.4% | $9,310-72.6% | $11,248-77.3% |