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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 | $157,714 | $165,361-4.6% | $149,715+5.3% | $158,950-0.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.22% | 348.24%-340.0pp | 276.66%-268.4pp | 302.91%-294.7pp |
| Employer contribution / active EE | $15,327 | $5,103+200.3% | $4,645+230.0% | $4,762+221.9% |
| Participant deferral / active EE | $14,006 | $7,182+95.0% | $6,842+104.7% | $5,983+134.1% |
| Admin fee / account holder | $2,509 | $10,808-76.8% | $9,310-73.0% | $11,248-77.7% |