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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 | $172,268 | $165,399+4.2% | $149,745+15.0% | $158,982+8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.27% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $6,503 | $5,105+27.4% | $4,646+40.0% | $4,763+36.5% |
| Participant deferral / active EE | $8,202 | $7,183+14.2% | $6,843+19.9% | $5,983+37.1% |
| Admin fee / account holder | $71,887 | $10,811+564.9% | $9,312+672.0% | $11,252+538.9% |