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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 | $245,900 | $275,752-10.8% | $256,809-4.2% | $198,609+23.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.67% | 34.81%-15.1pp | 32.73%-13.1pp | 202.70%-183.0pp |
| Employer contribution / active EE | $26,612 | $7,721+244.7% | $7,263+266.4% | $5,055+426.4% |
| Participant deferral / active EE | $22,468 | $10,037+123.8% | $9,520+136.0% | $6,977+222.0% |
| Admin fee / account holder | $367 | $25,716-98.6% | $25,146-98.5% | $19,030-98.1% |