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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 | $214,136 | $154,228+38.8% | $145,433+47.2% | $137,256+56.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.73% | 74.59%-56.9pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $19,327 | $4,804+302.3% | $4,554+324.4% | $4,156+365.0% |
| Participant deferral / active EE | $18,977 | $8,216+131.0% | $7,897+140.3% | $6,407+196.2% |
| Admin fee / account holder | $1,295 | $14,344-91.0% | $13,129-90.1% | $12,270-89.4% |