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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 | $223,823+9.9% | $211,142+16.5% | $154,746+58.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.67% | 50.39%-30.7pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $26,612 | $6,787+292.1% | $6,442+313.1% | $4,379+507.7% |
| Participant deferral / active EE | $22,468 | $9,750+130.4% | $9,284+142.0% | $6,730+233.8% |
| Admin fee / account holder | $367 | $19,707-98.1% | $19,076-98.1% | $14,365-97.4% |