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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 | $207,839 | $209,336-0.7% | $197,124+5.4% | $137,256+51.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.77% | 48.09%-24.3pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $29,056 | $6,591+340.9% | $6,227+366.6% | $4,156+599.1% |
| Participant deferral / active EE | $22,025 | $9,614+129.1% | $9,135+141.1% | $6,407+243.8% |
| Admin fee / account holder | $1,550 | $17,308-91.0% | $16,298-90.5% | $12,270-87.4% |