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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 | $167,243 | $184,014-9.1% | $161,149+3.8% | $138,895+20.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.66% | 21.52%-7.9pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $14,175 | $5,055+180.4% | $4,360+225.1% | $4,194+238.0% |
| Participant deferral / active EE | $13,706 | $6,909+98.4% | $6,153+122.7% | $6,396+114.3% |
| Admin fee / account holder | $1,281 | $18,027-92.9% | $15,194-91.6% | $12,562-89.8% |