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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 | $215,237 | $165,399+30.1% | $149,745+43.7% | $158,982+35.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.87% | 348.34%-327.5pp | 276.72%-255.9pp | 302.99%-282.1pp |
| Employer contribution / active EE | $7,298 | $5,105+43.0% | $4,646+57.1% | $4,763+53.2% |
| Participant deferral / active EE | $11,267 | $7,183+56.9% | $6,843+64.6% | $5,983+88.3% |
| Admin fee / account holder | $11,027 | $10,811+2.0% | $9,312+18.4% | $11,252-2.0% |