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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 | $182,577 | $201,372-9.3% | $184,260-0.9% | $145,884+25.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.85% | 29.04%+5.8pp | 28.84%+6.0pp | 551.85%-517.0pp |
| Employer contribution / active EE | $2,962 | $7,024-57.8% | $6,427-53.9% | $4,662-36.5% |
| Participant deferral / active EE | $12,943 | $9,808+32.0% | $9,133+41.7% | $6,690+93.5% |
| Admin fee / account holder | $616 | $16,362-96.2% | $13,898-95.6% | $13,392-95.4% |