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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 | $162,871 | $201,344-19.1% | $184,243-11.6% | $145,877+11.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.67% | 29.01%-12.3pp | 28.82%-12.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $9,030 | $7,022+28.6% | $6,427+40.5% | $4,663+93.7% |
| Participant deferral / active EE | $16,969 | $9,807+73.0% | $9,132+85.8% | $6,691+153.6% |
| Admin fee / account holder | $20,374 | $16,382+24.4% | $13,914+46.4% | $13,402+52.0% |