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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 | $241,078 | $178,174+35.3% | $156,181+54.4% | $137,256+75.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.38% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,628 | $4,972-67.3% | $4,294-62.1% | $4,156-60.8% |
| Participant deferral / active EE | $20,872 | $6,888+203.0% | $6,132+240.4% | $6,407+225.8% |
| Admin fee / account holder | $393 | $17,404-97.7% | $14,586-97.3% | $12,270-96.8% |