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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 | $158,178 | $201,372-21.4% | $184,260-14.2% | $145,884+8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.40% | 29.04%-11.6pp | 28.84%-11.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $9,519 | $7,024+35.5% | $6,427+48.1% | $4,662+104.2% |
| Participant deferral / active EE | $16,259 | $9,808+65.8% | $9,133+78.0% | $6,690+143.0% |
| Admin fee / account holder | $9,193 | $16,362-43.8% | $13,898-33.9% | $13,392-31.4% |