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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 | $165,958 | $201,372-17.6% | $184,260-9.9% | $145,884+13.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 29.15% | 29.04%+0.1pp | 28.84%+0.3pp | 551.85%-522.7pp |
| Employer contribution / active EE | $20,184 | $7,024+187.4% | $6,427+214.0% | $4,662+332.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,684 | $16,362-89.7% | $13,898-87.9% | $13,392-87.4% |