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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 | $176,731 | $209,336-15.6% | $197,124-10.3% | $137,256+28.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.23% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $9,444 | $6,591+43.3% | $6,227+51.7% | $4,156+127.2% |
| Participant deferral / active EE | $25,640 | $9,614+166.7% | $9,135+180.7% | $6,407+300.2% |
| Admin fee / account holder | $56,860 | $17,308+228.5% | $16,298+248.9% | $12,270+363.4% |