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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 | $150,521 | $174,379-13.7% | $152,093-1.0% | $138,895+8.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.95% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $14,784 | $4,652+217.8% | $4,175+254.1% | $4,194+252.5% |
| Participant deferral / active EE | $7,692 | $6,159+24.9% | $5,451+41.1% | $6,396+20.3% |
| Admin fee / account holder | $26,332 | $16,880+56.0% | $14,497+81.6% | $12,562+109.6% |