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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 | $229,785 | $154,228+49.0% | $145,433+58.0% | $137,256+67.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $27,246 | $4,804+467.2% | $4,554+498.2% | $4,156+555.6% |
| Participant deferral / active EE | $27,246 | $8,216+231.6% | $7,897+245.0% | $6,407+325.3% |
| Admin fee / account holder | $1,889 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |