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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 | $221,984 | $156,398+41.9% | $147,318+50.7% | $138,895+59.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.47% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $8,590 | $4,853+77.0% | $4,593+87.0% | $4,194+104.8% |
| Participant deferral / active EE | $24,656 | $8,237+199.3% | $7,906+211.8% | $6,396+285.5% |
| Admin fee / account holder | $1,547 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |