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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 | $240,906 | $275,752-12.6% | $256,809-6.2% | $198,609+21.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.25% | 34.81%-17.6pp | 32.73%-15.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $25,353 | $7,721+228.4% | $7,263+249.1% | $5,055+401.5% |
| Participant deferral / active EE | $21,746 | $10,037+116.7% | $9,520+128.4% | $6,977+211.7% |
| Admin fee / account holder | $16,547 | $25,716-35.7% | $25,146-34.2% | $19,030-13.0% |