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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 | $194,024 | $176,794+9.7% | $146,647+32.3% | $167,553+15.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.06% | 24.04%-6.0pp | 22.75%-4.7pp | 478.89%-460.8pp |
| Employer contribution / active EE | $12,457 | $5,161+141.3% | $4,137+201.1% | $4,840+157.4% |
| Participant deferral / active EE | $13,908 | $6,440+115.9% | $5,506+152.6% | $6,343+119.3% |
| Admin fee / account holder | $337 | $13,262-97.5% | $10,281-96.7% | $12,316-97.3% |