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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 | $158,337 | $185,883-14.8% | $170,043-6.9% | $139,466+13.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.10% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,748 | $7,596-63.8% | $6,790-59.5% | $4,754-42.2% |
| Participant deferral / active EE | $19,758 | $11,626+70.0% | $10,410+89.8% | $6,712+194.4% |
| Admin fee / account holder | $1,637 | $15,393-89.4% | $12,824-87.2% | $11,409-85.7% |