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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 | $182,798 | $227,291-19.6% | $214,702-14.9% | $155,188+17.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.59% | 60.08%-50.5pp | 54.55%-45.0pp | 148.84%-139.2pp |
| Employer contribution / active EE | $18,548 | $6,772+173.9% | $6,461+187.1% | $4,248+336.7% |
| Participant deferral / active EE | $38,833 | $9,582+305.3% | $9,147+324.6% | $6,531+494.6% |
| Admin fee / account holder | $354 | $20,413-98.3% | $19,830-98.2% | $14,480-97.6% |