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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 | $176,651 | $201,372-12.3% | $184,260-4.1% | $145,884+21.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.02% | 29.04%-11.0pp | 28.84%-10.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $25,817 | $7,024+267.6% | $6,427+301.7% | $4,662+453.7% |
| Participant deferral / active EE | $17,882 | $9,808+82.3% | $9,133+95.8% | $6,690+167.3% |
| Admin fee / account holder | $2,715 | $16,362-83.4% | $13,898-80.5% | $13,392-79.7% |