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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 | $197,125 | $176,786+11.5% | $146,643+34.4% | $167,536+17.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.58% | 24.04%-1.5pp | 22.75%-0.2pp | 478.82%-456.2pp |
| Employer contribution / active EE | $14,271 | $5,161+176.5% | $4,137+245.0% | $4,839+194.9% |
| Participant deferral / active EE | $11,836 | $6,440+83.8% | $5,506+115.0% | $6,342+86.6% |
| Admin fee / account holder | $344 | $13,262-97.4% | $10,280-96.7% | $12,315-97.2% |