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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 | $179,674 | $223,823-19.7% | $211,142-14.9% | $154,746+16.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.99% | 50.39%-29.4pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,531 | $6,787-62.7% | $6,442-60.7% | $4,379-42.2% |
| Participant deferral / active EE | $8,670 | $9,750-11.1% | $9,284-6.6% | $6,730+28.8% |
| Admin fee / account holder | $51,305 | $19,707+160.3% | $19,076+169.0% | $14,365+257.1% |