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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 | $201,372-12.6% | $184,260-4.5% | $145,884+20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $6,073 | $7,024-13.5% | $6,427-5.5% | $4,662+30.2% |
| Participant deferral / active EE | $13,606 | $9,808+38.7% | $9,133+49.0% | $6,690+103.4% |
| Admin fee / account holder | $23,052 | $16,362+40.9% | $13,898+65.9% | $13,392+72.1% |