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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 | $223,823-30.1% | $211,142-25.9% | $154,746+1.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.89% | 50.39%-28.5pp | 46.84%-25.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $8,412 | $6,787+23.9% | $6,442+30.6% | $4,379+92.1% |
| Participant deferral / active EE | $23,459 | $9,750+140.6% | $9,284+152.7% | $6,730+248.5% |
| Admin fee / account holder | $319 | $19,707-98.4% | $19,076-98.3% | $14,365-97.8% |