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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 | $160,288 | $184,014-12.9% | $161,149-0.5% | $138,895+15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.71% | 21.52%-5.8pp | 21.16%-5.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $10,013 | $5,055+98.1% | $4,360+129.6% | $4,194+138.7% |
| Participant deferral / active EE | $10,422 | $6,909+50.8% | $6,153+69.4% | $6,396+62.9% |
| Admin fee / account holder | $2,630 | $18,027-85.4% | $15,194-82.7% | $12,562-79.1% |