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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 | $154,521 | $165,399-6.6% | $149,745+3.2% | $158,982-2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.07% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $7,652 | $5,105+49.9% | $4,646+64.7% | $4,763+60.7% |
| Participant deferral / active EE | $5,906 | $7,183-17.8% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $15,013 | $10,811+38.9% | $9,312+61.2% | $11,252+33.4% |