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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 | $168,616 | $227,291-25.8% | $214,702-21.5% | $155,188+8.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 27.88% | 60.08%-32.2pp | 54.55%-26.7pp | 148.84%-121.0pp |
| Employer contribution / active EE | $9,953 | $6,772+47.0% | $6,461+54.0% | $4,248+134.3% |
| Participant deferral / active EE | $22,875 | $9,582+138.7% | $9,147+150.1% | $6,531+250.2% |
| Admin fee / account holder | $15,290 | $20,413-25.1% | $19,830-22.9% | $14,480+5.6% |