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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 | $172,178 | $199,109-13.5% | $173,730-0.9% | $154,746+11.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.31% | 20.02%-1.7pp | 19.96%-1.6pp | 172.34%-154.0pp |
| Employer contribution / active EE | $5,780 | $5,311+8.8% | $4,577+26.3% | $4,379+32.0% |
| Participant deferral / active EE | $14,763 | $7,113+107.6% | $6,326+133.4% | $6,730+119.3% |
| Admin fee / account holder | $779 | $20,916-96.3% | $17,523-95.6% | $14,365-94.6% |