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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 | $208,285 | $201,372+3.4% | $184,260+13.0% | $145,884+42.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.81% | 29.04%-5.2pp | 28.84%-5.0pp | 551.85%-528.0pp |
| Employer contribution / active EE | $6,001 | $7,024-14.6% | $6,427-6.6% | $4,662+28.7% |
| Participant deferral / active EE | $18,832 | $9,808+92.0% | $9,133+106.2% | $6,690+181.5% |
| Admin fee / account holder | $38,638 | $16,362+136.1% | $13,898+178.0% | $13,392+188.5% |