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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 | $183,042 | $201,372-9.1% | $184,260-0.7% | $145,884+25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 29.04%-13.6pp | 28.84%-13.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $17,213 | $7,024+145.1% | $6,427+167.8% | $4,662+269.2% |
| Participant deferral / active EE | $25,802 | $9,808+163.1% | $9,133+182.5% | $6,690+285.7% |
| Admin fee / account holder | $1,226 | $16,362-92.5% | $13,898-91.2% | $13,392-90.8% |