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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 | $223,823-25.0% | $211,142-20.5% | $154,746+8.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.76% | 50.39%-31.6pp | 46.84%-28.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $29,043 | $6,787+327.9% | $6,442+350.8% | $4,379+563.2% |
| Participant deferral / active EE | $30,407 | $9,750+211.9% | $9,284+227.5% | $6,730+351.8% |
| Admin fee / account holder | $5,570 | $19,707-71.7% | $19,076-70.8% | $14,365-61.2% |