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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 | $183,319 | $165,399+10.8% | $149,745+22.4% | $158,982+15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.56% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,698 | $5,105+11.6% | $4,646+22.6% | $4,763+19.6% |
| Participant deferral / active EE | $13,417 | $7,183+86.8% | $6,843+96.1% | $5,983+124.2% |
| Admin fee / account holder | $1,861 | $10,811-82.8% | $9,312-80.0% | $11,252-83.5% |