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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 | $171,637 | $212,386-19.2% | $199,883-14.1% | $138,895+23.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.91% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $21,042 | $6,625+217.6% | $6,261+236.1% | $4,194+401.7% |
| Participant deferral / active EE | $10,442 | $9,617+8.6% | $9,138+14.3% | $6,396+63.2% |
| Admin fee / account holder | $2,077 | $18,233-88.6% | $17,268-88.0% | $12,562-83.5% |