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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 | $155,720 | $212,386-26.7% | $199,883-22.1% | $138,895+12.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.49% | 47.75%-29.3pp | 43.81%-25.3pp | 145.39%-126.9pp |
| Employer contribution / active EE | $5,989 | $6,625-9.6% | $6,261-4.4% | $4,194+42.8% |
| Participant deferral / active EE | $8,608 | $9,617-10.5% | $9,138-5.8% | $6,396+34.6% |
| Admin fee / account holder | $570 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |