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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 | $223,823-7.1% | $211,142-1.6% | $154,746+34.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.77% | 50.39%-26.6pp | 46.84%-23.1pp | 172.34%-148.6pp |
| Employer contribution / active EE | $29,056 | $6,787+328.1% | $6,442+351.0% | $4,379+563.5% |
| Participant deferral / active EE | $22,025 | $9,750+125.9% | $9,284+137.2% | $6,730+227.2% |
| Admin fee / account holder | $1,550 | $19,707-92.1% | $19,076-91.9% | $14,365-89.2% |