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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 | $184,037 | $209,336-12.1% | $197,124-6.6% | $137,256+34.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.32% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $9,743 | $6,591+47.8% | $6,227+56.5% | $4,156+134.4% |
| Participant deferral / active EE | $21,370 | $9,614+122.3% | $9,135+133.9% | $6,407+233.6% |
| Admin fee / account holder | $1,013 | $17,308-94.1% | $16,298-93.8% | $12,270-91.7% |