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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 | $249,920 | $201,259+24.2% | $184,200+35.7% | $145,959+71.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 28.98%-11.2pp | 28.80%-11.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $11,457 | $7,018+63.3% | $6,424+78.4% | $4,661+145.8% |
| Participant deferral / active EE | $8,161 | $9,806-16.8% | $9,132-10.6% | $6,689+22.0% |
| Admin fee / account holder | $13,221 | $16,372-19.2% | $13,907-4.9% | $13,398-1.3% |