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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 | $179,183 | $201,344-11.0% | $184,243-2.7% | $145,877+22.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.22% | 29.01%-17.8pp | 28.82%-17.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $9,108 | $7,022+29.7% | $6,427+41.7% | $4,663+95.3% |
| Participant deferral / active EE | $15,031 | $9,807+53.3% | $9,132+64.6% | $6,691+124.7% |
| Admin fee / account holder | $642 | $16,382-96.1% | $13,914-95.4% | $13,402-95.2% |