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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 | $155,749 | $199,109-21.8% | $173,730-10.4% | $154,746+0.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.83% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $10,914 | $5,311+105.5% | $4,577+138.4% | $4,379+149.2% |
| Participant deferral / active EE | $7,697 | $7,113+8.2% | $6,326+21.7% | $6,730+14.4% |
| Admin fee / account holder | $793 | $20,916-96.2% | $17,523-95.5% | $14,365-94.5% |