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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 | $174,696 | $167,415+4.3% | $140,514+24.3% | $198,609-12.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.07% | 13.85%+3.2pp | 14.36%+2.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $10,109 | $4,088+147.3% | $3,378+199.2% | $5,055+100.0% |
| Participant deferral / active EE | $9,331 | $5,579+67.3% | $4,919+89.7% | $6,977+33.7% |
| Admin fee / account holder | $1,434 | $16,730-91.4% | $13,697-89.5% | $19,030-92.5% |