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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 | $189,503 | $165,351+14.6% | $149,710+26.6% | $158,931+19.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.60% | 348.19%-334.6pp | 276.63%-263.0pp | 302.86%-289.3pp |
| Employer contribution / active EE | $3,093 | $5,103-39.4% | $4,645-33.4% | $4,761-35.1% |
| Participant deferral / active EE | $7,871 | $7,181+9.6% | $6,842+15.0% | $5,982+31.6% |
| Admin fee / account holder | $3,101 | $10,807-71.3% | $9,309-66.7% | $11,247-72.4% |