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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 | $160,805 | $165,399-2.8% | $149,745+7.4% | $158,982+1.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.55% | 348.34%-337.8pp | 276.72%-266.2pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,061 | $5,105-40.0% | $4,646-34.1% | $4,763-35.7% |
| Participant deferral / active EE | $9,143 | $7,183+27.3% | $6,843+33.6% | $5,983+52.8% |
| Admin fee / account holder | $4,833 | $10,811-55.3% | $9,312-48.1% | $11,252-57.0% |