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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 | $211,880 | $201,344+5.2% | $184,243+15.0% | $145,877+45.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.84% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $19,062 | $7,022+171.4% | $6,427+196.6% | $4,663+308.8% |
| Participant deferral / active EE | $18,094 | $9,807+84.5% | $9,132+98.1% | $6,691+170.4% |
| Admin fee / account holder | $39,507 | $16,382+141.2% | $13,914+183.9% | $13,402+194.8% |