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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 | $155,592 | $201,370-22.7% | $184,256-15.6% | $145,897+6.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.35% | 29.05%-7.7pp | 28.85%-7.5pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,281 | $7,024-67.5% | $6,427-64.5% | $4,663-51.1% |
| Participant deferral / active EE | $9,122 | $9,808-7.0% | $9,133-0.1% | $6,689+36.4% |
| Admin fee / account holder | $14,678 | $16,364-10.3% | $13,899+5.6% | $13,390+9.6% |