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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 | $217,442 | $162,136+34.1% | $152,301+42.8% | $154,746+40.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.90% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $29,496 | $4,890+503.2% | $4,624+537.8% | $4,379+573.6% |
| Participant deferral / active EE | $22,621 | $8,341+171.2% | $8,004+182.6% | $6,730+236.1% |
| Admin fee / account holder | $914 | $15,759-94.2% | $14,398-93.7% | $14,365-93.6% |