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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 | $152,704 | $201,372-24.2% | $184,260-17.1% | $145,884+4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.22% | 29.04%-14.8pp | 28.84%-14.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $8,193 | $7,024+16.6% | $6,427+27.5% | $4,662+75.7% |
| Participant deferral / active EE | $27,676 | $9,808+182.2% | $9,133+203.0% | $6,690+313.7% |
| Admin fee / account holder | $4,947 | $16,362-69.8% | $13,898-64.4% | $13,392-63.1% |