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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 | $162,382 | $192,829-15.8% | $142,516+13.9% | $139,487+16.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.65% | 18.07%-0.4pp | 20.03%-2.4pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,845 | $5,808+52.3% | $4,849+82.4% | $4,755+86.0% |
| Participant deferral / active EE | $15,363 | $7,200+113.4% | $6,280+144.6% | $6,713+128.9% |
| Admin fee / account holder | $13,996 | $15,120-7.4% | $10,008+39.8% | $11,407+22.7% |