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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 | $151,199 | $201,370-24.9% | $184,256-17.9% | $145,897+3.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.05% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $7,975 | $7,024+13.5% | $6,427+24.1% | $4,663+71.0% |
| Participant deferral / active EE | $16,708 | $9,808+70.4% | $9,133+82.9% | $6,689+149.8% |
| Admin fee / account holder | $10,674 | $16,364-34.8% | $13,899-23.2% | $13,390-20.3% |