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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 | $142,601 | $212,386-32.9% | $199,883-28.7% | $138,895+2.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.35% | 47.75%-32.4pp | 43.81%-28.5pp | 145.39%-130.0pp |
| Employer contribution / active EE | $7,434 | $6,625+12.2% | $6,261+18.7% | $4,194+77.2% |
| Participant deferral / active EE | $22,888 | $9,617+138.0% | $9,138+150.5% | $6,396+257.8% |
| Admin fee / account holder | $35,205 | $18,233+93.1% | $17,268+103.9% | $12,562+180.2% |