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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 | $183,843 | $165,361+11.2% | $149,715+22.8% | $158,950+15.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.09% | 348.24%-332.1pp | 276.66%-260.6pp | 302.91%-286.8pp |
| Employer contribution / active EE | $2,989 | $5,103-41.4% | $4,645-35.7% | $4,762-37.2% |
| Participant deferral / active EE | $10,043 | $7,182+39.9% | $6,842+46.8% | $5,983+67.9% |
| Admin fee / account holder | $2,166 | $10,808-80.0% | $9,310-76.7% | $11,248-80.7% |