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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 | $161,588 | $223,823-27.8% | $211,142-23.5% | $154,746+4.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.79% | 50.39%-28.6pp | 46.84%-25.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $22,552 | $6,787+232.3% | $6,442+250.1% | $4,379+415.0% |
| Participant deferral / active EE | $24,120 | $9,750+147.4% | $9,284+159.8% | $6,730+258.4% |
| Admin fee / account holder | $1,716 | $19,707-91.3% | $19,076-91.0% | $14,365-88.1% |