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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 | $154,636 | $209,336-26.1% | $197,124-21.6% | $137,256+12.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.15% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $32,763 | $6,591+397.1% | $6,227+426.1% | $4,156+688.3% |
| Participant deferral / active EE | $16,635 | $9,614+73.0% | $9,135+82.1% | $6,407+159.6% |
| Admin fee / account holder | $63,428 | $17,308+266.5% | $16,298+289.2% | $12,270+416.9% |