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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 | $151,700 | $209,336-27.5% | $197,124-23.0% | $137,256+10.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.98% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $13,779 | $6,591+109.1% | $6,227+121.3% | $4,156+231.5% |
| Participant deferral / active EE | $17,815 | $9,614+85.3% | $9,135+95.0% | $6,407+178.1% |
| Admin fee / account holder | $2,835 | $17,308-83.6% | $16,298-82.6% | $12,270-76.9% |