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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 | $168,158 | $165,381+1.7% | $149,730+12.3% | $158,966+5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $11,560 | $5,104+126.5% | $4,645+148.9% | $4,762+142.7% |
| Participant deferral / active EE | $10,300 | $7,182+43.4% | $6,843+50.5% | $5,983+72.2% |
| Admin fee / account holder | $1,434 | $10,809-86.7% | $9,310-84.6% | $11,250-87.3% |