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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 | $168,919 | $227,291-25.7% | $214,702-21.3% | $155,188+8.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.69% | 60.08%-40.4pp | 54.55%-34.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $9,072 | $6,772+34.0% | $6,461+40.4% | $4,248+113.6% |
| Participant deferral / active EE | $23,828 | $9,582+148.7% | $9,147+160.5% | $6,531+264.8% |
| Admin fee / account holder | $2,690 | $20,413-86.8% | $19,830-86.4% | $14,480-81.4% |