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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 | $160,346 | $172,111-6.8% | $150,298+6.7% | $137,256+16.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.98% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $18,525 | $4,636+299.6% | $4,154+346.0% | $4,156+345.7% |
| Participant deferral / active EE | $8,859 | $6,166+43.7% | $5,453+62.5% | $6,407+38.3% |
| Admin fee / account holder | $5,700 | $16,471-65.4% | $14,116-59.6% | $12,270-53.5% |