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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 | $220,742 | $185,312+19.1% | $161,489+36.7% | $154,746+42.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $26,669 | $4,769+459.2% | $4,268+524.8% | $4,379+509.0% |
| Participant deferral / active EE | $16,067 | $6,350+153.0% | $5,630+185.4% | $6,730+138.7% |
| Admin fee / account holder | $1,806 | $18,654-90.3% | $16,006-88.7% | $14,365-87.4% |