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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 | $170,967 | $160,070+6.8% | $147,117+16.2% | $145,897+17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $8,252 | $5,285+56.2% | $4,932+67.3% | $4,663+77.0% |
| Participant deferral / active EE | $6,955 | $8,419-17.4% | $8,065-13.8% | $6,689+4.0% |
| Admin fee / account holder | $1,344 | $15,035-91.1% | $12,993-89.7% | $13,390-90.0% |