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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 | $233,034 | $185,883+25.4% | $170,043+37.0% | $139,466+67.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.73% | 60.54%-31.8pp | 53.40%-24.7pp | 373.66%-344.9pp |
| Employer contribution / active EE | $3,188 | $7,596-58.0% | $6,790-53.1% | $4,754-32.9% |
| Participant deferral / active EE | $20,617 | $11,626+77.3% | $10,410+98.0% | $6,712+207.2% |
| Admin fee / account holder | $363 | $15,393-97.6% | $12,824-97.2% | $11,409-96.8% |