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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 | $174,577 | $167,362+4.3% | $143,799+21.4% | $134,532+29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.65% | 0.47%+10.2pp | -0.04%+10.7pp | 418.27%-407.6pp |
| Employer contribution / active EE | $4,319 | $5,620-23.2% | $4,952-12.8% | $4,741-8.9% |
| Participant deferral / active EE | $11,015 | $6,447+70.8% | $5,638+95.4% | $6,401+72.1% |
| Admin fee / account holder | $18,866 | $18,094+4.3% | $14,677+28.5% | $11,429+65.1% |