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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 | $160,202 | $135,956+17.8% | $123,894+29.3% | $273,972-41.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $25,545 | $5,170+394.1% | $4,617+453.3% | $4,869+424.7% |
| Participant deferral / active EE | $11,693 | $6,343+84.4% | $5,984+95.4% | $5,287+121.2% |
| Admin fee / account holder | $2,348 | $9,817-76.1% | $8,357-71.9% | $10,133-76.8% |