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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 | $158,762 | $209,336-24.2% | $197,124-19.5% | $137,256+15.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.95% | 48.09%-24.1pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $6,161 | $6,591-6.5% | $6,227-1.1% | $4,156+48.3% |
| Participant deferral / active EE | $19,663 | $9,614+104.5% | $9,135+115.3% | $6,407+206.9% |
| Admin fee / account holder | $8,217 | $17,308-52.5% | $16,298-49.6% | $12,270-33.0% |