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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 | $205,371 | $174,379+17.8% | $152,093+35.0% | $138,895+47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.38% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $7,636 | $4,652+64.2% | $4,175+82.9% | $4,194+82.1% |
| Participant deferral / active EE | $7,312 | $6,159+18.7% | $5,451+34.1% | $6,396+14.3% |
| Admin fee / account holder | $587 | $16,880-96.5% | $14,497-96.0% | $12,562-95.3% |