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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 | $157,652 | $201,264-21.7% | $184,185-14.4% | $145,978+8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 29.00%-15.6pp | 28.81%-15.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $6,090 | $7,021-13.3% | $6,426-5.2% | $4,662+30.6% |
| Participant deferral / active EE | $9,768 | $9,806-0.4% | $9,132+7.0% | $6,690+46.0% |
| Admin fee / account holder | $17,204 | $16,376+5.1% | $13,909+23.7% | $13,400+28.4% |