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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 | $171,152 | $201,370-15.0% | $184,256-7.1% | $145,897+17.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $14,848 | $7,024+111.4% | $6,427+131.0% | $4,663+218.4% |
| Participant deferral / active EE | $16,682 | $9,808+70.1% | $9,133+82.7% | $6,689+149.4% |
| Admin fee / account holder | $54,479 | $16,364+232.9% | $13,899+292.0% | $13,390+306.9% |