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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 | $230,569 | $213,785+7.9% | $185,441+24.3% | $155,188+48.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.26% | 19.97%-10.7pp | 20.16%-10.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $11,389 | $5,393+111.2% | $4,672+143.8% | $4,248+168.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $53,648 | $21,134+153.8% | $17,890+199.9% | $14,480+270.5% |