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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 | $163,196 | $197,637-17.4% | $177,848-8.2% | $158,982+2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.74% | 58.77%-40.0pp | 48.33%-29.6pp | 302.99%-284.3pp |
| Employer contribution / active EE | $18,316 | $6,698+173.4% | $5,919+209.5% | $4,763+284.6% |
| Participant deferral / active EE | $11,841 | $8,405+40.9% | $7,714+53.5% | $5,983+97.9% |
| Admin fee / account holder | $2,865 | $15,406-81.4% | $12,431-77.0% | $11,252-74.5% |