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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 | $174,922 | $209,336-16.4% | $197,124-11.3% | $137,256+27.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.73% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $15,851 | $6,591+140.5% | $6,227+154.5% | $4,156+281.4% |
| Participant deferral / active EE | $12,923 | $9,614+34.4% | $9,135+41.5% | $6,407+101.7% |
| Admin fee / account holder | $12,793 | $17,308-26.1% | $16,298-21.5% | $12,270+4.3% |