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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 | $193,183 | $165,361+16.8% | $149,715+29.0% | $158,950+21.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.95% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $5,454 | $5,103+6.9% | $4,645+17.4% | $4,762+14.5% |
| Participant deferral / active EE | $6,848 | $7,182-4.6% | $6,842+0.1% | $5,983+14.5% |
| Admin fee / account holder | $1,237 | $10,808-88.6% | $9,310-86.7% | $11,248-89.0% |