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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 | $201,372-7.9% | $184,260+0.7% | $145,884+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $11,118 | $7,024+58.3% | $6,427+73.0% | $4,662+138.5% |
| Participant deferral / active EE | $9,440 | $9,808-3.7% | $9,133+3.4% | $6,690+41.1% |
| Admin fee / account holder | $909 | $16,362-94.4% | $13,898-93.5% | $13,392-93.2% |