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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 | $177,955 | $165,399+7.6% | $149,745+18.8% | $158,982+11.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.66% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,725 | $5,105-27.0% | $4,646-19.8% | $4,763-21.8% |
| Participant deferral / active EE | $9,639 | $7,183+34.2% | $6,843+40.9% | $5,983+61.1% |
| Admin fee / account holder | $69,241 | $10,811+540.5% | $9,312+643.6% | $11,252+515.4% |