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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 | $164,043 | $185,312-11.5% | $161,489+1.6% | $154,746+6.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.02% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $11,452 | $4,769+140.1% | $4,268+168.3% | $4,379+161.5% |
| Participant deferral / active EE | $9,208 | $6,350+45.0% | $5,630+63.6% | $6,730+36.8% |
| Admin fee / account holder | $1,063 | $18,654-94.3% | $16,006-93.4% | $14,365-92.6% |