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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 | $179,951 | $201,259-10.6% | $184,200-2.3% | $145,959+23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $8,588 | $7,018+22.4% | $6,424+33.7% | $4,661+84.3% |
| Participant deferral / active EE | $17,432 | $9,806+77.8% | $9,132+90.9% | $6,689+160.6% |
| Admin fee / account holder | $3,230 | $16,372-80.3% | $13,907-76.8% | $13,398-75.9% |