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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 | $219,950 | $223,823-1.7% | $211,142+4.2% | $154,746+42.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.57% | 50.39%-22.8pp | 46.84%-19.3pp | 172.34%-144.8pp |
| Employer contribution / active EE | $13,039 | $6,787+92.1% | $6,442+102.4% | $4,379+197.8% |
| Participant deferral / active EE | $18,534 | $9,750+90.1% | $9,284+99.6% | $6,730+175.4% |
| Admin fee / account holder | $1,125 | $19,707-94.3% | $19,076-94.1% | $14,365-92.2% |