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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 | $156,482 | $209,336-25.2% | $197,124-20.6% | $137,256+14.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.89% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $8,412 | $6,591+27.6% | $6,227+35.1% | $4,156+102.4% |
| Participant deferral / active EE | $23,459 | $9,614+144.0% | $9,135+156.8% | $6,407+266.2% |
| Admin fee / account holder | $319 | $17,308-98.2% | $16,298-98.0% | $12,270-97.4% |