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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 | $248,090 | $201,344+23.2% | $184,243+34.7% | $145,877+70.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.45% | 29.01%-5.6pp | 28.82%-5.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $18,090 | $7,022+157.6% | $6,427+181.5% | $4,663+288.0% |
| Participant deferral / active EE | $10,000 | $9,807+2.0% | $9,132+9.5% | $6,691+49.5% |
| Admin fee / account holder | $1,228 | $16,382-92.5% | $13,914-91.2% | $13,402-90.8% |