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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 | $201,259-18.2% | $184,200-10.6% | $145,959+12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.85% | 28.98%-19.1pp | 28.80%-19.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $9,182 | $7,018+30.8% | $6,424+42.9% | $4,661+97.0% |
| Participant deferral / active EE | $5,803 | $9,806-40.8% | $9,132-36.5% | $6,689-13.2% |
| Admin fee / account holder | $5,293 | $16,372-67.7% | $13,907-61.9% | $13,398-60.5% |