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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 | $233,738 | $223,823+4.4% | $211,142+10.7% | $154,746+51.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.31% | 50.39%-33.1pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $9,759 | $6,787+43.8% | $6,442+51.5% | $4,379+122.9% |
| Participant deferral / active EE | $16,636 | $9,750+70.6% | $9,284+79.2% | $6,730+147.2% |
| Admin fee / account holder | $2,018 | $19,707-89.8% | $19,076-89.4% | $14,365-86.0% |