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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 | $136,860+27.6% | $120,344+45.2% | $154,746+12.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.07% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.3pp |
| Employer contribution / active EE | $10,109 | $3,533+186.1% | $3,020+234.7% | $4,379+130.9% |
| Participant deferral / active EE | $9,331 | $5,793+61.1% | $5,135+81.7% | $6,730+38.6% |
| Admin fee / account holder | $1,434 | $15,393-90.7% | $12,742-88.7% | $14,365-90.0% |