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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 | $249,228 | $201,264+23.8% | $184,185+35.3% | $145,978+70.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.20% | 29.00%-14.8pp | 28.81%-14.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $20,968 | $7,021+198.7% | $6,426+226.3% | $4,662+349.8% |
| Participant deferral / active EE | $16,388 | $9,806+67.1% | $9,132+79.5% | $6,690+145.0% |
| Admin fee / account holder | $965 | $16,376-94.1% | $13,909-93.1% | $13,400-92.8% |