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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 | $160,779 | $209,336-23.2% | $197,124-18.4% | $137,256+17.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.32% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,122 | $6,591-7.1% | $6,227-1.7% | $4,156+47.3% |
| Participant deferral / active EE | $14,492 | $9,614+50.7% | $9,135+58.6% | $6,407+126.2% |
| Admin fee / account holder | $1,029 | $17,308-94.1% | $16,298-93.7% | $12,270-91.6% |