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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 | $169,264 | $201,372-15.9% | $184,260-8.1% | $145,884+16.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.99% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $17,503 | $7,024+149.2% | $6,427+172.3% | $4,662+275.4% |
| Participant deferral / active EE | $14,984 | $9,808+52.8% | $9,133+64.1% | $6,690+124.0% |
| Admin fee / account holder | $1,986 | $16,362-87.9% | $13,898-85.7% | $13,392-85.2% |