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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 | $193,540 | $107,666+79.8% | $102,184+89.4% | $154,746+25.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.87% | 29.33%-9.5pp | 31.58%-11.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $12,970 | $3,846+237.2% | $3,594+260.9% | $4,379+196.2% |
| Participant deferral / active EE | $25,999 | $8,719+198.2% | $8,309+212.9% | $6,730+286.3% |
| Admin fee / account holder | $1,309 | $12,943-89.9% | $11,609-88.7% | $14,365-90.9% |