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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 | $201,372-12.2% | $184,260-4.1% | $145,884+21.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.41% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $21,058 | $7,024+199.8% | $6,427+227.6% | $4,662+351.7% |
| Participant deferral / active EE | $14,444 | $9,808+47.3% | $9,133+58.2% | $6,690+115.9% |
| Admin fee / account holder | $295,515 | $16,362+1706.1% | $13,898+2026.3% | $13,392+2106.7% |