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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 | $176,028 | $201,344-12.6% | $184,243-4.5% | $145,877+20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 29.01%-12.9pp | 28.82%-12.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $6,073 | $7,022-13.5% | $6,427-5.5% | $4,663+30.2% |
| Participant deferral / active EE | $13,606 | $9,807+38.7% | $9,132+49.0% | $6,691+103.4% |
| Admin fee / account holder | $23,052 | $16,382+40.7% | $13,914+65.7% | $13,402+72.0% |