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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 | $230,391 | $201,370+14.4% | $184,256+25.0% | $145,897+57.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.89% | 29.05%-10.2pp | 28.85%-10.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $20,433 | $7,024+190.9% | $6,427+217.9% | $4,663+338.2% |
| Participant deferral / active EE | $19,311 | $9,808+96.9% | $9,133+111.4% | $6,689+188.7% |
| Admin fee / account holder | $693 | $16,364-95.8% | $13,899-95.0% | $13,390-94.8% |