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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 | $168,616 | $212,386-20.6% | $199,883-15.6% | $138,895+21.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.88% | 47.75%-19.9pp | 43.81%-15.9pp | 145.39%-117.5pp |
| Employer contribution / active EE | $9,953 | $6,625+50.2% | $6,261+59.0% | $4,194+137.3% |
| Participant deferral / active EE | $22,875 | $9,617+137.9% | $9,138+150.3% | $6,396+257.6% |
| Admin fee / account holder | $15,290 | $18,233-16.1% | $17,268-11.5% | $12,562+21.7% |