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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 | $220,304 | $227,291-3.1% | $214,702+2.6% | $155,188+42.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.24% | 60.08%-45.8pp | 54.55%-40.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $27,921 | $6,772+312.3% | $6,461+332.2% | $4,248+557.3% |
| Participant deferral / active EE | $31,917 | $9,582+233.1% | $9,147+248.9% | $6,531+388.7% |
| Admin fee / account holder | $561 | $20,413-97.3% | $19,830-97.2% | $14,480-96.1% |