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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 | $167,200 | $180,028-7.1% | $138,135+21.0% | $158,966+5.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 22.55% | 21.68%+0.9pp | 20.51%+2.0pp | 302.95%-280.4pp |
| Employer contribution / active EE | $14,866 | $7,470+99.0% | $5,587+166.1% | $4,762+212.2% |
| Participant deferral / active EE | $17,487 | $7,717+126.6% | $6,431+171.9% | $5,983+192.3% |
| Admin fee / account holder | $2,224 | $17,912-87.6% | $11,856-81.2% | $11,250-80.2% |