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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 | $144,403 | $209,336-31.0% | $197,124-26.7% | $137,256+5.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.61% | 48.09%-24.5pp | 44.34%-20.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $7,195 | $6,591+9.2% | $6,227+15.5% | $4,156+73.1% |
| Participant deferral / active EE | $19,343 | $9,614+101.2% | $9,135+111.7% | $6,407+201.9% |
| Admin fee / account holder | $485 | $17,308-97.2% | $16,298-97.0% | $12,270-96.0% |