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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 | $233,488 | $201,370+15.9% | $184,256+26.7% | $145,897+60.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.38% | 29.05%+7.3pp | 28.85%+7.5pp | 552.29%-515.9pp |
| Employer contribution / active EE | $12,631 | $7,024+79.8% | $6,427+96.5% | $4,663+170.9% |
| Participant deferral / active EE | $22,004 | $9,808+124.3% | $9,133+140.9% | $6,689+228.9% |
| Admin fee / account holder | $621 | $16,364-96.2% | $13,899-95.5% | $13,390-95.4% |