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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 | $154,228+41.0% | $145,433+49.5% | $137,256+58.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $29,496 | $4,804+514.0% | $4,554+547.6% | $4,156+609.7% |
| Participant deferral / active EE | $22,621 | $8,216+175.3% | $7,897+186.4% | $6,407+253.1% |
| Admin fee / account holder | $914 | $14,344-93.6% | $13,129-93.0% | $12,270-92.6% |