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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 | $165,099 | $165,399-0.2% | $149,745+10.3% | $158,982+3.8% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 10.72% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $8,918 | $5,105+74.7% | $4,646+92.0% | $4,763+87.2% |
| Participant deferral / active EE | $4,818 | $7,183-32.9% | $6,843-29.6% | $5,983-19.5% |
| Admin fee / account holder | $66,016 | $10,811+510.6% | $9,312+609.0% | $11,252+486.7% |