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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 | $168,070 | $165,399+1.6% | $149,745+12.2% | $158,982+5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $15,069 | $5,105+195.2% | $4,646+224.4% | $4,763+216.4% |
| Participant deferral / active EE | $11,533 | $7,183+60.6% | $6,843+68.5% | $5,983+92.8% |
| Admin fee / account holder | $7,595 | $10,811-29.7% | $9,312-18.4% | $11,252-32.5% |