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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 | $217,192 | $162,136+34.0% | $152,301+42.6% | $154,746+40.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.23% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $6,899 | $4,890+41.1% | $4,624+49.2% | $4,379+57.5% |
| Participant deferral / active EE | $17,667 | $8,341+111.8% | $8,004+120.7% | $6,730+162.5% |
| Admin fee / account holder | $1,221 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |