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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 | $165,399+4.4% | $149,745+15.3% | $158,982+8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.02% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,210 | $5,105-76.3% | $4,646-74.0% | $4,763-74.6% |
| Participant deferral / active EE | $6,320 | $7,183-12.0% | $6,843-7.6% | $5,983+5.6% |
| Admin fee / account holder | $16,675 | $10,811+54.2% | $9,312+79.1% | $11,252+48.2% |