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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 | $166,552 | $165,399+0.7% | $149,745+11.2% | $158,982+4.8% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 11.36% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $8,171 | $5,105+60.1% | $4,646+75.9% | $4,763+71.6% |
| Participant deferral / active EE | $6,614 | $7,183-7.9% | $6,843-3.3% | $5,983+10.5% |
| Admin fee / account holder | $1,480 | $10,811-86.3% | $9,312-84.1% | $11,252-86.8% |