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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 | $167,948 | $97,289+72.6% | $92,805+81.0% | $155,188+8.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.02% | 29.03%-9.0pp | 31.59%-11.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $6,739 | $3,632+85.5% | $3,424+96.8% | $4,248+58.6% |
| Participant deferral / active EE | $17,461 | $8,795+98.5% | $8,448+106.7% | $6,531+167.3% |
| Admin fee / account holder | $14,906 | $12,015+24.1% | $10,911+36.6% | $14,480+2.9% |