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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 | $159,613 | $185,312-13.9% | $161,489-1.2% | $154,746+3.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.86% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $15,004 | $4,769+214.6% | $4,268+251.5% | $4,379+242.6% |
| Participant deferral / active EE | $7,574 | $6,350+19.3% | $5,630+34.5% | $6,730+12.5% |
| Admin fee / account holder | $11,511 | $18,654-38.3% | $16,006-28.1% | $14,365-19.9% |