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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 | $195,645 | $165,399+18.3% | $149,745+30.7% | $158,982+23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.86% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $17,610 | $5,105+245.0% | $4,646+279.1% | $4,763+269.7% |
| Participant deferral / active EE | $16,697 | $7,183+132.5% | $6,843+144.0% | $5,983+179.0% |
| Admin fee / account holder | $3,012 | $10,811-72.1% | $9,312-67.6% | $11,252-73.2% |