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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 | $160,492 | $129,737+23.7% | $119,126+34.7% | $154,746+3.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.30% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,610 | $4,375-40.3% | $4,034-35.3% | $4,379-40.4% |
| Participant deferral / active EE | $11,186 | $5,842+91.5% | $5,318+110.4% | $6,730+66.2% |
| Admin fee / account holder | $9,483 | $11,961-20.7% | $10,693-11.3% | $14,365-34.0% |