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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 | $214,082 | $149,778+42.9% | $118,946+80.0% | $158,950+34.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.48% | 19.95%-9.5pp | 35.89%-25.4pp | 302.91%-292.4pp |
| Employer contribution / active EE | $19,132 | $4,117+364.7% | $3,263+486.3% | $4,762+301.8% |
| Participant deferral / active EE | $11,927 | $5,225+128.3% | $4,266+179.6% | $5,983+99.4% |
| Admin fee / account holder | $934 | $8,604-89.1% | $6,581-85.8% | $11,248-91.7% |