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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 | $164,910 | $165,399-0.3% | $149,745+10.1% | $158,982+3.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.40% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.6pp |
| Employer contribution / active EE | $8,189 | $5,105+60.4% | $4,646+76.3% | $4,763+71.9% |
| Participant deferral / active EE | $6,618 | $7,183-7.9% | $6,843-3.3% | $5,983+10.6% |
| Admin fee / account holder | $1,239 | $10,811-88.5% | $9,312-86.7% | $11,252-89.0% |