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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 | $200,212 | $199,109+0.6% | $173,730+15.2% | $154,746+29.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.47% | 20.02%-4.6pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $13,234 | $5,311+149.2% | $4,577+189.1% | $4,379+202.2% |
| Participant deferral / active EE | $20,062 | $7,113+182.1% | $6,326+217.1% | $6,730+198.1% |
| Admin fee / account holder | $1,689 | $20,916-91.9% | $17,523-90.4% | $14,365-88.2% |