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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 | $222,371 | $156,398+42.2% | $147,318+50.9% | $138,895+60.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.32% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $10,466 | $4,853+115.6% | $4,593+127.9% | $4,194+149.5% |
| Participant deferral / active EE | $19,750 | $8,237+139.8% | $7,906+149.8% | $6,396+208.8% |
| Admin fee / account holder | $1,495 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |