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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 | $178,840 | $165,399+8.1% | $149,745+19.4% | $158,982+12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.31% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $7,836 | $5,105+53.5% | $4,646+68.7% | $4,763+64.5% |
| Participant deferral / active EE | $8,692 | $7,183+21.0% | $6,843+27.0% | $5,983+45.3% |
| Admin fee / account holder | $321 | $10,811-97.0% | $9,312-96.6% | $11,252-97.1% |