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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 | $195,495 | $201,370-2.9% | $184,256+6.1% | $145,897+34.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $5,980 | $7,024-14.9% | $6,427-7.0% | $4,663+28.3% |
| Participant deferral / active EE | $20,277 | $9,808+106.7% | $9,133+122.0% | $6,689+203.1% |
| Admin fee / account holder | $54,327 | $16,364+232.0% | $13,899+290.9% | $13,390+305.7% |