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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 | $157,638 | $201,372-21.7% | $184,260-14.4% | $145,884+8.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.17% | 29.04%-8.9pp | 28.84%-8.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $17,125 | $7,024+143.8% | $6,427+166.4% | $4,662+267.3% |
| Participant deferral / active EE | $15,347 | $9,808+56.5% | $9,133+68.0% | $6,690+129.4% |
| Admin fee / account holder | $50,000 | $16,362+205.6% | $13,898+259.8% | $13,392+273.4% |