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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 | $183,480 | $192,737-4.8% | $142,460+28.8% | $139,456+31.6% |
| Participation rate | 90.9% | 81.5%+9.4pp | 76.8%+14.1pp | 80.3%+10.6pp |
| Annual return | 22.53% | 17.99%+4.5pp | 19.99%+2.5pp | 373.45%-350.9pp |
| Employer contribution / active EE | $11,660 | $5,806+100.8% | $4,847+140.5% | $4,753+145.3% |
| Participant deferral / active EE | $16,014 | $7,208+122.2% | $6,283+154.9% | $6,711+138.6% |
| Admin fee / account holder | $1,181 | $15,125-92.2% | $10,011-88.2% | $11,407-89.6% |