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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 | $184,052 | $165,399+11.3% | $149,745+22.9% | $158,982+15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.81% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,675 | $5,105-47.6% | $4,646-42.4% | $4,763-43.8% |
| Participant deferral / active EE | $11,316 | $7,183+57.5% | $6,843+65.4% | $5,983+89.1% |
| Admin fee / account holder | $2,911 | $10,811-73.1% | $9,312-68.7% | $11,252-74.1% |