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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 | $170,033 | $172,111-1.2% | $150,298+13.1% | $137,256+23.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.31% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $8,500 | $4,636+83.3% | $4,154+104.6% | $4,156+104.5% |
| Participant deferral / active EE | $19,483 | $6,166+216.0% | $5,453+257.3% | $6,407+204.1% |
| Admin fee / account holder | $18,118 | $16,471+10.0% | $14,116+28.4% | $12,270+47.7% |