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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 | $165,399+7.5% | $149,745+18.7% | $158,982+11.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $4,724 | $5,105-7.5% | $4,646+1.7% | $4,763-0.8% |
| Participant deferral / active EE | $8,139 | $7,183+13.3% | $6,843+18.9% | $5,983+36.0% |
| Admin fee / account holder | $5,024 | $10,811-53.5% | $9,312-46.1% | $11,252-55.4% |