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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 | $242,457 | $212,386+14.2% | $199,883+21.3% | $138,895+74.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.40% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $26,333 | $6,625+297.5% | $6,261+320.6% | $4,194+527.8% |
| Participant deferral / active EE | $17,250 | $9,617+79.4% | $9,138+88.8% | $6,396+169.7% |
| Admin fee / account holder | $931 | $18,233-94.9% | $17,268-94.6% | $12,562-92.6% |