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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 | $212,386-7.7% | $199,883-1.9% | $138,895+41.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.72% | 47.75%-27.0pp | 43.81%-23.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $39,099 | $6,625+490.2% | $6,261+524.4% | $4,194+832.2% |
| Participant deferral / active EE | $29,375 | $9,617+205.4% | $9,138+221.4% | $6,396+359.3% |
| Admin fee / account holder | $525 | $18,233-97.1% | $17,268-97.0% | $12,562-95.8% |