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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 | $164,020 | $201,372-18.5% | $184,260-11.0% | $145,884+12.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.37% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $8,281 | $7,024+17.9% | $6,427+28.8% | $4,662+77.6% |
| Participant deferral / active EE | $14,811 | $9,808+51.0% | $9,133+62.2% | $6,690+121.4% |
| Admin fee / account holder | $8,833 | $16,362-46.0% | $13,898-36.4% | $13,392-34.0% |