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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 | $237,055 | $201,370+17.7% | $184,256+28.7% | $145,897+62.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.67% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $10,562 | $7,024+50.4% | $6,427+64.3% | $4,663+126.5% |
| Participant deferral / active EE | $10,033 | $9,808+2.3% | $9,133+9.9% | $6,689+50.0% |
| Admin fee / account holder | $870 | $16,364-94.7% | $13,899-93.7% | $13,390-93.5% |