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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 | $225,701 | $181,062+24.7% | $158,223+42.6% | $155,188+45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.48% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $18,753 | $4,565+310.8% | $4,109+356.4% | $4,248+341.5% |
| Participant deferral / active EE | $12,077 | $6,134+96.9% | $5,467+120.9% | $6,531+84.9% |
| Admin fee / account holder | $1,770 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |