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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 | $233,034 | $185,905+25.4% | $170,057+37.0% | $139,487+67.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.73% | 60.56%-31.8pp | 53.42%-24.7pp | 373.84%-345.1pp |
| Employer contribution / active EE | $3,188 | $7,597-58.0% | $6,790-53.1% | $4,755-33.0% |
| Participant deferral / active EE | $20,617 | $11,627+77.3% | $10,411+98.0% | $6,713+207.1% |
| Admin fee / account holder | $363 | $15,397-97.6% | $12,826-97.2% | $11,407-96.8% |