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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 | $177,727 | $165,351+7.5% | $149,710+18.7% | $158,931+11.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.19%-334.6pp | 276.63%-263.1pp | 302.86%-289.3pp |
| Employer contribution / active EE | $4,724 | $5,103-7.4% | $4,645+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $8,139 | $7,181+13.3% | $6,842+19.0% | $5,982+36.0% |
| Admin fee / account holder | $5,024 | $10,807-53.5% | $9,309-46.0% | $11,247-55.3% |