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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 | $172,646 | $165,361+4.4% | $149,715+15.3% | $158,950+8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.02% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,210 | $5,103-76.3% | $4,645-73.9% | $4,762-74.6% |
| Participant deferral / active EE | $6,320 | $7,182-12.0% | $6,842-7.6% | $5,983+5.6% |
| Admin fee / account holder | $16,675 | $10,808+54.3% | $9,310+79.1% | $11,248+48.2% |