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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 | $176,616 | $165,381+6.8% | $149,730+18.0% | $158,966+11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.42% | 348.29%-325.9pp | 276.70%-254.3pp | 302.95%-280.5pp |
| Employer contribution / active EE | $2,737 | $5,104-46.4% | $4,645-41.1% | $4,762-42.5% |
| Participant deferral / active EE | $6,552 | $7,182-8.8% | $6,843-4.3% | $5,983+9.5% |
| Admin fee / account holder | $28,732 | $10,809+165.8% | $9,310+208.6% | $11,250+155.4% |