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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 | $158,592 | $184,014-13.8% | $161,149-1.6% | $138,895+14.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.97% | 21.52%-5.6pp | 21.16%-5.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $9,362 | $5,055+85.2% | $4,360+114.7% | $4,194+123.2% |
| Participant deferral / active EE | $9,520 | $6,909+37.8% | $6,153+54.7% | $6,396+48.8% |
| Admin fee / account holder | $1,243 | $18,027-93.1% | $15,194-91.8% | $12,562-90.1% |