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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 | $177,754 | $197,603-10.0% | $177,8270% | $158,950+11.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.40% | 58.76%-39.4pp | 48.32%-28.9pp | 302.91%-283.5pp |
| Employer contribution / active EE | $21,063 | $6,698+214.5% | $5,918+255.9% | $4,762+342.3% |
| Participant deferral / active EE | $14,635 | $8,404+74.1% | $7,713+89.7% | $5,983+144.6% |
| Admin fee / account holder | $310 | $15,402-98.0% | $12,429-97.5% | $11,248-97.2% |