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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 | $201,014 | $165,361+21.6% | $149,715+34.3% | $158,950+26.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.81% | 348.24%-334.4pp | 276.66%-262.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $7,086 | $5,103+38.9% | $4,645+52.6% | $4,762+48.8% |
| Participant deferral / active EE | $8,686 | $7,182+20.9% | $6,842+26.9% | $5,983+45.2% |
| Admin fee / account holder | $776 | $10,808-92.8% | $9,310-91.7% | $11,248-93.1% |