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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 | $190,306 | $174,379+9.1% | $152,093+25.1% | $138,895+37.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.42% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $13,461 | $4,652+189.4% | $4,175+222.4% | $4,194+220.9% |
| Participant deferral / active EE | $8,398 | $6,159+36.3% | $5,451+54.0% | $6,396+31.3% |
| Admin fee / account holder | $1,819 | $16,880-89.2% | $14,497-87.4% | $12,562-85.5% |