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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 | $192,872 | $165,361+16.6% | $149,715+28.8% | $158,950+21.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.70% | 348.24%-333.5pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $6,394 | $5,103+25.3% | $4,645+37.7% | $4,762+34.3% |
| Participant deferral / active EE | $12,409 | $7,182+72.8% | $6,842+81.4% | $5,983+107.4% |
| Admin fee / account holder | $6,647 | $10,808-38.5% | $9,310-28.6% | $11,248-40.9% |