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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 | $168,209 | $165,381+1.7% | $149,730+12.3% | $158,966+5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.04% | 348.29%-338.2pp | 276.70%-266.7pp | 302.95%-292.9pp |
| Employer contribution / active EE | $5,280 | $5,104+3.4% | $4,645+13.7% | $4,762+10.9% |
| Participant deferral / active EE | $5,280 | $7,182-26.5% | $6,843-22.8% | $5,983-11.8% |
| Admin fee / account holder | $1,073 | $10,809-90.1% | $9,310-88.5% | $11,250-90.5% |