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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 | $221,886 | $201,259+10.2% | $184,200+20.5% | $145,959+52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 28.98%-10.9pp | 28.80%-10.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $7,968 | $7,018+13.5% | $6,424+24.0% | $4,661+71.0% |
| Participant deferral / active EE | $22,210 | $9,806+126.5% | $9,132+143.2% | $6,689+232.1% |
| Admin fee / account holder | $66,669 | $16,372+307.2% | $13,907+379.4% | $13,398+397.6% |