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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 | $149,419 | $201,344-25.8% | $184,243-18.9% | $145,877+2.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 29.01%-7.3pp | 28.82%-7.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $9,331 | $7,022+32.9% | $6,427+45.2% | $4,663+100.1% |
| Participant deferral / active EE | $9,745 | $9,807-0.6% | $9,132+6.7% | $6,691+45.6% |
| Admin fee / account holder | $855 | $16,382-94.8% | $13,914-93.9% | $13,402-93.6% |