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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 | $191,031 | $154,228+23.9% | $145,433+31.4% | $137,256+39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $26,525 | $4,804+452.1% | $4,554+482.4% | $4,156+538.2% |
| Participant deferral / active EE | $34,325 | $8,216+317.8% | $7,897+334.6% | $6,407+435.8% |
| Admin fee / account holder | $8,975 | $14,344-37.4% | $13,129-31.6% | $12,270-26.9% |