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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 | $221,025 | $228,395-3.2% | $185,861+18.9% | $158,982+39.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 32.98% | 40.82%-7.8pp | 35.96%-3.0pp | 302.99%-270.0pp |
| Employer contribution / active EE | $15,777 | $4,968+217.6% | $4,088+285.9% | $4,763+231.3% |
| Participant deferral / active EE | $3,743 | $6,417-41.7% | $5,634-33.6% | $5,983-37.4% |
| Admin fee / account holder | $965 | $11,869-91.9% | $9,503-89.9% | $11,252-91.4% |