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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 | $180,214 | $201,372-10.5% | $184,260-2.2% | $145,884+23.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 29.04%-16.4pp | 28.84%-16.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $30,126 | $7,024+328.9% | $6,427+368.7% | $4,662+546.2% |
| Participant deferral / active EE | $24,531 | $9,808+150.1% | $9,133+168.6% | $6,690+266.7% |
| Admin fee / account holder | $698 | $16,362-95.7% | $13,898-95.0% | $13,392-94.8% |