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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 | $199,755 | $162,136+23.2% | $152,301+31.2% | $154,746+29.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $16,747 | $4,890+242.5% | $4,624+262.1% | $4,379+282.4% |
| Participant deferral / active EE | $13,975 | $8,341+67.5% | $8,004+74.6% | $6,730+107.6% |
| Admin fee / account holder | $949 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |