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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 | $201,344+10.2% | $184,243+20.4% | $145,877+52.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $7,968 | $7,022+13.5% | $6,427+24.0% | $4,663+70.9% |
| Participant deferral / active EE | $22,210 | $9,807+126.5% | $9,132+143.2% | $6,691+232.0% |
| Admin fee / account holder | $66,669 | $16,382+307.0% | $13,914+379.2% | $13,402+397.5% |