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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 | $201,344+24.1% | $184,243+35.6% | $145,877+71.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 29.01%-11.2pp | 28.82%-11.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $11,457 | $7,022+63.1% | $6,427+78.3% | $4,663+145.7% |
| Participant deferral / active EE | $8,161 | $9,807-16.8% | $9,132-10.6% | $6,691+22.0% |
| Admin fee / account holder | $13,221 | $16,382-19.3% | $13,914-5.0% | $13,402-1.4% |