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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 | $197,448 | $201,344-1.9% | $184,243+7.2% | $145,877+35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.02% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $10,523 | $7,022+49.8% | $6,427+63.7% | $4,663+125.7% |
| Participant deferral / active EE | $30,500 | $9,807+211.0% | $9,132+234.0% | $6,691+355.9% |
| Admin fee / account holder | $123,800 | $16,382+655.7% | $13,914+789.8% | $13,402+823.7% |