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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 | $172,378 | $201,370-14.4% | $184,256-6.4% | $145,897+18.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.75% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,083 | $7,024-70.3% | $6,427-67.6% | $4,663-55.3% |
| Participant deferral / active EE | $12,811 | $9,808+30.6% | $9,133+40.3% | $6,689+91.5% |
| Admin fee / account holder | $17,187 | $16,364+5.0% | $13,899+23.7% | $13,390+28.4% |