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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 | $216,739 | $107,666+101.3% | $102,184+112.1% | $154,746+40.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.69% | 29.33%-17.6pp | 31.58%-19.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $11,659 | $3,846+203.1% | $3,594+224.4% | $4,379+166.2% |
| Participant deferral / active EE | $34,126 | $8,719+291.4% | $8,309+310.7% | $6,730+407.0% |
| Admin fee / account holder | $21,848 | $12,943+68.8% | $11,609+88.2% | $14,365+52.1% |