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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 | $140,360 | $201,259-30.3% | $184,200-23.8% | $145,959-3.8% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.6pp | 80.3%+10.2pp |
| Annual return | 16.00% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $7,963 | $7,018+13.5% | $6,424+24.0% | $4,661+70.8% |
| Participant deferral / active EE | $17,684 | $9,806+80.3% | $9,132+93.6% | $6,689+164.4% |
| Admin fee / account holder | $2,585 | $16,372-84.2% | $13,907-81.4% | $13,398-80.7% |