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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 | $164,937 | $165,399-0.3% | $149,745+10.1% | $158,982+3.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.03% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $4,439 | $5,105-13.0% | $4,646-4.4% | $4,763-6.8% |
| Participant deferral / active EE | $16,583 | $7,183+130.9% | $6,843+142.3% | $5,983+177.1% |
| Admin fee / account holder | $1,891 | $10,811-82.5% | $9,312-79.7% | $11,252-83.2% |