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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 | $189,960 | $165,399+14.8% | $149,745+26.9% | $158,982+19.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.74% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.2pp |
| Employer contribution / active EE | $6,700 | $5,105+31.3% | $4,646+44.2% | $4,763+40.7% |
| Participant deferral / active EE | $9,078 | $7,183+26.4% | $6,843+32.7% | $5,983+51.7% |
| Admin fee / account holder | $5,732 | $10,811-47.0% | $9,312-38.4% | $11,252-49.1% |