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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 | $235,679 | $201,344+17.1% | $184,243+27.9% | $145,877+61.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 29.01%-15.4pp | 28.82%-15.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $8,979 | $7,022+27.9% | $6,427+39.7% | $4,663+92.6% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $2,359 | $16,382-85.6% | $13,914-83.0% | $13,402-82.4% |