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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 | $205,944 | $275,752-25.3% | $256,809-19.8% | $198,609+3.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.08% | 34.81%-15.7pp | 32.73%-13.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $10,746 | $7,721+39.2% | $7,263+48.0% | $5,055+112.6% |
| Participant deferral / active EE | $9,089 | $10,037-9.4% | $9,520-4.5% | $6,977+30.3% |
| Admin fee / account holder | $849 | $25,716-96.7% | $25,146-96.6% | $19,030-95.5% |