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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 | $240,320 | $201,370+19.3% | $184,256+30.4% | $145,897+64.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.64% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $9,989 | $7,024+42.2% | $6,427+55.4% | $4,663+114.2% |
| Participant deferral / active EE | $11,124 | $9,808+13.4% | $9,133+21.8% | $6,689+66.3% |
| Admin fee / account holder | $508 | $16,364-96.9% | $13,899-96.3% | $13,390-96.2% |