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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 | $169,540 | $209,336-19.0% | $197,124-14.0% | $137,256+23.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 63.77% | 48.09%+15.7pp | 44.34%+19.4pp | 220.34%-156.6pp |
| Employer contribution / active EE | $8,407 | $6,591+27.6% | $6,227+35.0% | $4,156+102.3% |
| Participant deferral / active EE | $8,316 | $9,614-13.5% | $9,135-9.0% | $6,407+29.8% |
| Admin fee / account holder | $2,159 | $17,308-87.5% | $16,298-86.8% | $12,270-82.4% |