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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 | $182,970 | $167,522+9.2% | $151,639+20.7% | $134,532+36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.68% | 7.81%+7.9pp | 3.34%+12.3pp | 418.27%-402.6pp |
| Employer contribution / active EE | $18,716 | $6,828+174.1% | $6,165+203.6% | $4,741+294.8% |
| Participant deferral / active EE | $15,805 | $8,986+75.9% | $8,363+89.0% | $6,401+146.9% |
| Admin fee / account holder | $3,073 | $13,780-77.7% | $11,613-73.5% | $11,429-73.1% |