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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 | $275,752-35.9% | $256,809-31.2% | $198,609-11.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.23% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $9,444 | $7,721+22.3% | $7,263+30.0% | $5,055+86.8% |
| Participant deferral / active EE | $25,640 | $10,037+155.4% | $9,520+169.3% | $6,977+267.5% |
| Admin fee / account holder | $56,860 | $25,716+121.1% | $25,146+126.1% | $19,030+198.8% |