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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 | $167,851 | $209,336-19.8% | $197,124-14.9% | $137,256+22.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.76% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $29,043 | $6,591+340.7% | $6,227+366.4% | $4,156+598.8% |
| Participant deferral / active EE | $30,407 | $9,614+216.3% | $9,135+232.9% | $6,407+374.6% |
| Admin fee / account holder | $5,570 | $17,308-67.8% | $16,298-65.8% | $12,270-54.6% |