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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 | $164,701 | $201,344-18.2% | $184,243-10.6% | $145,877+12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.85% | 29.01%-19.2pp | 28.82%-19.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $9,182 | $7,022+30.7% | $6,427+42.9% | $4,663+96.9% |
| Participant deferral / active EE | $5,803 | $9,807-40.8% | $9,132-36.5% | $6,691-13.3% |
| Admin fee / account holder | $5,293 | $16,382-67.7% | $13,914-62.0% | $13,402-60.5% |