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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 | $160,574 | $201,370-20.3% | $184,256-12.9% | $145,897+10.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.68% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $6,909 | $7,024-1.6% | $6,427+7.5% | $4,663+48.2% |
| Participant deferral / active EE | $9,604 | $9,808-2.1% | $9,133+5.1% | $6,689+43.6% |
| Admin fee / account holder | $1,996 | $16,364-87.8% | $13,899-85.6% | $13,390-85.1% |