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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 | $170,756 | $201,344-15.2% | $184,243-7.3% | $145,877+17.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.23% | 29.01%-10.8pp | 28.82%-10.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $7,657 | $7,022+9.0% | $6,427+19.1% | $4,663+64.2% |
| Participant deferral / active EE | $23,613 | $9,807+140.8% | $9,132+158.6% | $6,691+252.9% |
| Admin fee / account holder | $60,000 | $16,382+266.3% | $13,914+331.2% | $13,402+347.7% |