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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 | $167,016 | $199,109-16.1% | $173,730-3.9% | $154,746+7.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.87% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $7,965 | $5,311+50.0% | $4,577+74.0% | $4,379+81.9% |
| Participant deferral / active EE | $10,702 | $7,113+50.5% | $6,326+69.2% | $6,730+59.0% |
| Admin fee / account holder | $56,201 | $20,916+168.7% | $17,523+220.7% | $14,365+291.2% |