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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 | $177,737 | $138,386+28.4% | $184,260-3.5% | $80,935+119.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.94% | 20.02%-1.1pp | 28.84%-9.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $16,950 | $4,851+249.4% | $6,427+163.7% | $2,757+514.9% |
| Participant deferral / active EE | $20,837 | $7,076+194.5% | $9,133+128.2% | $4,299+384.6% |
| Admin fee / account holder | $13,271 | $10,489+26.5% | $13,898-4.5% | $6,924+91.7% |