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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 | $201,370-10.6% | $184,256-2.3% | $145,897+23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $8,588 | $7,024+22.3% | $6,427+33.6% | $4,663+84.2% |
| Participant deferral / active EE | $17,432 | $9,808+77.7% | $9,133+90.9% | $6,689+160.6% |
| Admin fee / account holder | $3,230 | $16,364-80.3% | $13,899-76.8% | $13,390-75.9% |