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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 | $244,586 | $201,259+21.5% | $184,200+32.8% | $145,959+67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 28.98%-17.4pp | 28.80%-17.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $11,747 | $7,018+67.4% | $6,424+82.9% | $4,661+152.0% |
| Participant deferral / active EE | $18,574 | $9,806+89.4% | $9,132+103.4% | $6,689+177.7% |
| Admin fee / account holder | $29,306 | $16,372+79.0% | $13,907+110.7% | $13,398+118.7% |