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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 | $165,260 | $199,109-17.0% | $173,730-4.9% | $154,746+6.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.79% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $17,723 | $5,311+233.7% | $4,577+287.2% | $4,379+304.7% |
| Participant deferral / active EE | $11,145 | $7,113+56.7% | $6,326+76.2% | $6,730+65.6% |
| Admin fee / account holder | $1,202 | $20,916-94.3% | $17,523-93.1% | $14,365-91.6% |