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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 | $146,840 | $192,829-23.8% | $142,516+3.0% | $139,466+5.3% |
| Participation rate | 90.9% | 81.4%+9.5pp | 76.8%+14.1pp | 80.3%+10.6pp |
| Annual return | 20.53% | 17.99%+2.5pp | 19.99%+0.5pp | 373.66%-353.1pp |
| Employer contribution / active EE | $15,176 | $5,808+161.3% | $4,849+213.0% | $4,754+219.2% |
| Participant deferral / active EE | $7,503 | $7,200+4.2% | $6,280+19.5% | $6,712+11.8% |
| Admin fee / account holder | $1,576 | $15,120-89.6% | $10,008-84.2% | $11,409-86.2% |