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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 | $161,733 | $212,386-23.8% | $199,883-19.1% | $138,895+16.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.99% | 47.75%-28.8pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $13,192 | $6,625+99.1% | $6,261+110.7% | $4,194+214.5% |
| Participant deferral / active EE | $22,655 | $9,617+135.6% | $9,138+147.9% | $6,396+254.2% |
| Admin fee / account holder | $14,308 | $18,233-21.5% | $17,268-17.1% | $12,562+13.9% |