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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 | $223,823-21.0% | $211,142-16.3% | $154,746+14.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.23% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $9,444 | $6,787+39.2% | $6,442+46.6% | $4,379+115.7% |
| Participant deferral / active EE | $25,640 | $9,750+163.0% | $9,284+176.2% | $6,730+281.0% |
| Admin fee / account holder | $56,860 | $19,707+188.5% | $19,076+198.1% | $14,365+295.8% |