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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 | $159,392 | $209,336-23.9% | $197,124-19.1% | $137,256+16.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.75% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $18,458 | $6,591+180.1% | $6,227+196.4% | $4,156+344.1% |
| Participant deferral / active EE | $11,376 | $9,614+18.3% | $9,135+24.5% | $6,407+77.6% |
| Admin fee / account holder | $1,339 | $17,308-92.3% | $16,298-91.8% | $12,270-89.1% |