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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 | $160,793 | $199,109-19.2% | $173,730-7.4% | $154,746+3.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.58% | 20.02%-7.4pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $6,985 | $5,311+31.5% | $4,577+52.6% | $4,379+59.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,257 | $20,916-89.2% | $17,523-87.1% | $14,365-84.3% |