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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 | $210,270 | $185,312+13.5% | $161,489+30.2% | $154,746+35.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.23% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $25,990 | $4,769+445.0% | $4,268+508.9% | $4,379+493.5% |
| Participant deferral / active EE | $17,375 | $6,350+173.6% | $5,630+208.6% | $6,730+158.2% |
| Admin fee / account holder | $2,626 | $18,654-85.9% | $16,006-83.6% | $14,365-81.7% |