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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 | $200,793 | $165,399+21.4% | $149,745+34.1% | $158,982+26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.52% | 348.34%-339.8pp | 276.72%-268.2pp | 302.99%-294.5pp |
| Employer contribution / active EE | $9,099 | $5,105+78.2% | $4,646+95.9% | $4,763+91.0% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $12,873 | $10,811+19.1% | $9,312+38.2% | $11,252+14.4% |