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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 | $233,738 | $275,752-15.2% | $256,809-9.0% | $198,609+17.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.31% | 34.81%-17.5pp | 32.73%-15.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $9,759 | $7,721+26.4% | $7,263+34.4% | $5,055+93.0% |
| Participant deferral / active EE | $16,636 | $10,037+65.7% | $9,520+74.8% | $6,977+138.5% |
| Admin fee / account holder | $2,018 | $25,716-92.2% | $25,146-92.0% | $19,030-89.4% |