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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 | $213,785+7.1% | $185,441+23.5% | $155,188+47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.88% | 19.97%-2.1pp | 20.16%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $34,625 | $5,393+542.0% | $4,672+641.1% | $4,248+715.1% |
| Participant deferral / active EE | $23,220 | $6,864+238.3% | $6,152+277.5% | $6,531+255.5% |
| Admin fee / account holder | $8,714 | $21,134-58.8% | $17,890-51.3% | $14,480-39.8% |