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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 | $222,480 | $154,228+44.3% | $145,433+53.0% | $137,256+62.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,527 | $4,804+244.0% | $4,554+262.9% | $4,156+297.7% |
| Participant deferral / active EE | $10,700 | $8,216+30.2% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $1,286 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |