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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 | $201,344+16.0% | $184,243+26.7% | $145,877+60.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.38% | 29.01%+7.4pp | 28.82%+7.6pp | 551.28%-514.9pp |
| Employer contribution / active EE | $12,631 | $7,022+79.9% | $6,427+96.5% | $4,663+170.9% |
| Participant deferral / active EE | $22,004 | $9,807+124.4% | $9,132+140.9% | $6,691+228.9% |
| Admin fee / account holder | $621 | $16,382-96.2% | $13,914-95.5% | $13,402-95.4% |