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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 | $209,336+17.5% | $197,124+24.7% | $137,256+79.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.67% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $26,612 | $6,591+303.8% | $6,227+327.3% | $4,156+540.3% |
| Participant deferral / active EE | $22,468 | $9,614+133.7% | $9,135+146.0% | $6,407+250.7% |
| Admin fee / account holder | $367 | $17,308-97.9% | $16,298-97.7% | $12,270-97.0% |