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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 | $174,215 | $201,372-13.5% | $184,260-5.5% | $145,884+19.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.72% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $16,658 | $7,024+137.2% | $6,427+159.2% | $4,662+257.3% |
| Participant deferral / active EE | $11,406 | $9,808+16.3% | $9,133+24.9% | $6,690+70.5% |
| Admin fee / account holder | $18,504 | $16,362+13.1% | $13,898+33.1% | $13,392+38.2% |