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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 | $196,036 | $209,336-6.4% | $197,124-0.6% | $137,256+42.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.72% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $39,099 | $6,591+493.2% | $6,227+527.8% | $4,156+840.8% |
| Participant deferral / active EE | $29,375 | $9,614+205.5% | $9,135+221.6% | $6,407+358.5% |
| Admin fee / account holder | $525 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |