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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 | $185,551 | $201,264-7.8% | $184,185+0.7% | $145,978+27.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $11,118 | $7,021+58.4% | $6,426+73.0% | $4,662+138.5% |
| Participant deferral / active EE | $9,440 | $9,806-3.7% | $9,132+3.4% | $6,690+41.1% |
| Admin fee / account holder | $909 | $16,376-94.4% | $13,909-93.5% | $13,400-93.2% |