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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 | $182,947 | $213,785-14.4% | $185,441-1.3% | $155,188+17.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.75% | 19.97%+0.8pp | 20.16%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $8,304 | $5,393+54.0% | $4,672+77.7% | $4,248+95.5% |
| Participant deferral / active EE | $17,312 | $6,864+152.2% | $6,152+181.4% | $6,531+165.1% |
| Admin fee / account holder | $6,853 | $21,134-67.6% | $17,890-61.7% | $14,480-52.7% |