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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 | $189,712 | $201,344-5.8% | $184,243+3.0% | $145,877+30.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 29.01%-12.3pp | 28.82%-12.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $7,603 | $7,022+8.3% | $6,427+18.3% | $4,663+63.0% |
| Participant deferral / active EE | $19,575 | $9,807+99.6% | $9,132+114.3% | $6,691+192.6% |
| Admin fee / account holder | $2,127 | $16,382-87.0% | $13,914-84.7% | $13,402-84.1% |