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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 | $229,017 | $178,174+28.5% | $156,181+46.6% | $137,256+66.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.88% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $34,625 | $4,972+596.4% | $4,294+706.4% | $4,156+733.1% |
| Participant deferral / active EE | $23,220 | $6,888+237.1% | $6,132+278.6% | $6,407+262.4% |
| Admin fee / account holder | $8,714 | $17,404-49.9% | $14,586-40.3% | $12,270-29.0% |