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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 | $162,540 | $165,361-1.7% | $149,715+8.6% | $158,950+2.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.15% | 348.24%-337.1pp | 276.66%-265.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $11,379 | $5,103+123.0% | $4,645+145.0% | $4,762+139.0% |
| Participant deferral / active EE | $9,933 | $7,182+38.3% | $6,842+45.2% | $5,983+66.0% |
| Admin fee / account holder | $4,718 | $10,808-56.3% | $9,310-49.3% | $11,248-58.1% |