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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 | $188,423 | $165,381+13.9% | $149,730+25.8% | $158,966+18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.71% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.2pp |
| Employer contribution / active EE | $3,809 | $5,104-25.4% | $4,645-18.0% | $4,762-20.0% |
| Participant deferral / active EE | $7,828 | $7,182+9.0% | $6,843+14.4% | $5,983+30.8% |
| Admin fee / account holder | $571 | $10,809-94.7% | $9,310-93.9% | $11,250-94.9% |