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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 | $204,693 | $201,344+1.7% | $184,243+11.1% | $145,877+40.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $13,286 | $7,022+89.2% | $6,427+106.7% | $4,663+184.9% |
| Participant deferral / active EE | $13,286 | $9,807+35.5% | $9,132+45.5% | $6,691+98.6% |
| Admin fee / account holder | $1,355 | $16,382-91.7% | $13,914-90.3% | $13,402-89.9% |