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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 | $169,637 | $201,370-15.8% | $184,256-7.9% | $145,897+16.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $12,486 | $7,024+77.8% | $6,427+94.3% | $4,663+167.8% |
| Participant deferral / active EE | $5,972 | $9,808-39.1% | $9,133-34.6% | $6,689-10.7% |
| Admin fee / account holder | $14,842 | $16,364-9.3% | $13,899+6.8% | $13,390+10.8% |