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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 | $240,906 | $223,823+7.6% | $211,142+14.1% | $154,746+55.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.25% | 50.39%-33.1pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $25,353 | $6,787+273.6% | $6,442+293.5% | $4,379+478.9% |
| Participant deferral / active EE | $21,746 | $9,750+123.0% | $9,284+134.2% | $6,730+223.1% |
| Admin fee / account holder | $16,547 | $19,707-16.0% | $19,076-13.3% | $14,365+15.2% |