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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 | $195,579 | $174,379+12.2% | $152,093+28.6% | $138,895+40.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.81% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $10,649 | $4,652+128.9% | $4,175+155.1% | $4,194+153.9% |
| Participant deferral / active EE | $7,185 | $6,159+16.6% | $5,451+31.8% | $6,396+12.3% |
| Admin fee / account holder | $799 | $16,880-95.3% | $14,497-94.5% | $12,562-93.6% |