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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 | $234,885 | $124,425+88.8% | $112,040+109.6% | $137,256+71.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.37% | 24.72%-10.3pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $10,217 | $3,411+199.5% | $2,954+245.9% | $4,156+145.8% |
| Participant deferral / active EE | $8,570 | $5,718+49.9% | $5,098+68.1% | $6,407+33.8% |
| Admin fee / account holder | $1,575 | $15,207-89.6% | $12,098-87.0% | $12,270-87.2% |