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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 | $226,641 | $201,264+12.6% | $184,185+23.1% | $145,978+55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 51.97% | 29.00%+23.0pp | 28.81%+23.2pp | 550.52%-498.5pp |
| Employer contribution / active EE | $2,586 | $7,021-63.2% | $6,426-59.7% | $4,662-44.5% |
| Participant deferral / active EE | $21,487 | $9,806+119.1% | $9,132+135.3% | $6,690+221.2% |
| Admin fee / account holder | $381 | $16,376-97.7% | $13,909-97.3% | $13,400-97.2% |