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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 | $173,992 | $153,769+13.2% | $133,975+29.9% | $273,972-36.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.53% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,900 | $6,029+163.7% | $5,211+205.1% | $4,869+226.6% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.4% |
| Admin fee / account holder | $552 | $11,765-95.3% | $9,324-94.1% | $10,133-94.6% |