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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 | $173,145 | $165,399+4.7% | $149,745+15.6% | $158,982+8.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $6,990 | $5,105+36.9% | $4,646+50.5% | $4,763+46.8% |
| Participant deferral / active EE | $8,724 | $7,183+21.5% | $6,843+27.5% | $5,983+45.8% |
| Admin fee / account holder | $497 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |