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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 | $162,160 | $201,372-19.5% | $184,260-12.0% | $145,884+11.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.66% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,963 | $7,024-29.3% | $6,427-22.8% | $4,662+6.5% |
| Participant deferral / active EE | $15,953 | $9,808+62.7% | $9,133+74.7% | $6,690+138.5% |
| Admin fee / account holder | $1,573 | $16,362-90.4% | $13,898-88.7% | $13,392-88.3% |