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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 | $223,823-26.5% | $211,142-22.1% | $154,746+6.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.15% | 50.39%-30.2pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $22,473 | $6,787+231.1% | $6,442+248.8% | $4,379+413.2% |
| Participant deferral / active EE | $29,223 | $9,750+199.7% | $9,284+214.8% | $6,730+334.2% |
| Admin fee / account holder | $46,663 | $19,707+136.8% | $19,076+144.6% | $14,365+224.8% |