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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 | $220,340 | $162,136+35.9% | $152,301+44.7% | $154,746+42.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.81% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $9,266 | $4,890+89.5% | $4,624+100.4% | $4,379+111.6% |
| Participant deferral / active EE | $13,437 | $8,341+61.1% | $8,004+67.9% | $6,730+99.6% |
| Admin fee / account holder | $956 | $15,759-93.9% | $14,398-93.4% | $14,365-93.3% |