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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 | $174,537 | $197,637-11.7% | $177,848-1.9% | $158,982+9.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.48% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.5pp |
| Employer contribution / active EE | $10,808 | $6,698+61.4% | $5,919+82.6% | $4,763+126.9% |
| Participant deferral / active EE | $11,605 | $8,405+38.1% | $7,714+50.4% | $5,983+93.9% |
| Admin fee / account holder | $3,478 | $15,406-77.4% | $12,431-72.0% | $11,252-69.1% |