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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 | $181,074 | $126,661+43.0% | $113,397+59.7% | $138,895+30.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.82% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $18,109 | $3,456+423.9% | $2,977+508.2% | $4,194+331.8% |
| Participant deferral / active EE | $11,903 | $5,693+109.1% | $5,076+134.5% | $6,396+86.1% |
| Admin fee / account holder | $1,358 | $14,549-90.7% | $11,957-88.6% | $12,562-89.2% |