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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 | $201,372+21.5% | $184,260+32.7% | $145,884+67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $11,747 | $7,024+67.2% | $6,427+82.8% | $4,662+151.9% |
| Participant deferral / active EE | $18,574 | $9,808+89.4% | $9,133+103.4% | $6,690+177.7% |
| Admin fee / account holder | $29,306 | $16,362+79.1% | $13,898+110.9% | $13,392+118.8% |