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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 | $197,913 | $201,344-1.7% | $184,243+7.4% | $145,877+35.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.93% | 29.01%-8.1pp | 28.82%-7.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $17,403 | $7,022+147.8% | $6,427+170.8% | $4,663+273.2% |
| Participant deferral / active EE | $20,267 | $9,807+106.7% | $9,132+121.9% | $6,691+202.9% |
| Admin fee / account holder | $8,631 | $16,382-47.3% | $13,914-38.0% | $13,402-35.6% |