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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 | $183,278 | $174,379+5.1% | $152,093+20.5% | $138,895+32.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.90% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $11,641 | $4,652+150.2% | $4,175+178.8% | $4,194+177.6% |
| Participant deferral / active EE | $9,103 | $6,159+47.8% | $5,451+67.0% | $6,396+42.3% |
| Admin fee / account holder | $701 | $16,880-95.8% | $14,497-95.2% | $12,562-94.4% |