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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 | $184,549 | $165,361+11.6% | $149,715+23.3% | $158,950+16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.06% | 348.24%-325.2pp | 276.66%-253.6pp | 302.91%-279.8pp |
| Employer contribution / active EE | $7,364 | $5,103+44.3% | $4,645+58.5% | $4,762+54.6% |
| Participant deferral / active EE | $7,880 | $7,182+9.7% | $6,842+15.2% | $5,983+31.7% |
| Admin fee / account holder | $848 | $10,808-92.2% | $9,310-90.9% | $11,248-92.5% |