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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 | $158,224 | $199,109-20.5% | $173,730-8.9% | $154,746+2.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 26.34% | 20.02%+6.3pp | 19.96%+6.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $13,847 | $5,311+160.7% | $4,577+202.5% | $4,379+216.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,149 | $20,916-65.8% | $17,523-59.2% | $14,365-50.2% |