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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 | $160,239 | $165,399-3.1% | $149,745+7.0% | $158,982+0.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.53% | 348.34%-338.8pp | 276.72%-267.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $5,506 | $5,105+7.9% | $4,646+18.5% | $4,763+15.6% |
| Participant deferral / active EE | $11,579 | $7,183+61.2% | $6,843+69.2% | $5,983+93.5% |
| Admin fee / account holder | $1,260 | $10,811-88.3% | $9,312-86.5% | $11,252-88.8% |