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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 | $201,858 | $99,032+103.8% | $80,022+152.3% | $135,380+49.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 16.22% | 15.39%+0.8pp | 11.22%+5.0pp | 519.81%-503.6pp |
| Employer contribution / active EE | $16,424 | $3,043+439.7% | $2,468+565.5% | $4,779+243.7% |
| Participant deferral / active EE | $13,381 | $4,282+212.5% | $3,686+263.0% | $5,609+138.6% |
| Admin fee / account holder | $967 | $10,436-90.7% | $6,521-85.2% | $10,828-91.1% |