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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 | $176,796 | $201,370-12.2% | $184,256-4.0% | $145,897+21.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.41% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $21,058 | $7,024+199.8% | $6,427+227.6% | $4,663+351.6% |
| Participant deferral / active EE | $14,444 | $9,808+47.3% | $9,133+58.1% | $6,689+115.9% |
| Admin fee / account holder | $295,515 | $16,364+1705.9% | $13,899+2026.1% | $13,390+2106.9% |