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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 | $172,954 | $165,361+4.6% | $149,715+15.5% | $158,950+8.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.40% | 348.24%-327.8pp | 276.66%-256.3pp | 302.91%-282.5pp |
| Employer contribution / active EE | $16,119 | $5,103+215.8% | $4,645+247.0% | $4,762+238.5% |
| Participant deferral / active EE | $9,506 | $7,182+32.4% | $6,842+38.9% | $5,983+58.9% |
| Admin fee / account holder | $8,344 | $10,808-22.8% | $9,310-10.4% | $11,248-25.8% |