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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 | $164,526 | $209,336-21.4% | $197,124-16.5% | $137,256+19.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.15% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $22,473 | $6,591+241.0% | $6,227+260.9% | $4,156+440.7% |
| Participant deferral / active EE | $29,223 | $9,614+204.0% | $9,135+219.9% | $6,407+356.1% |
| Admin fee / account holder | $46,663 | $17,308+169.6% | $16,298+186.3% | $12,270+280.3% |