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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 | $216,048 | $201,370+7.3% | $184,256+17.3% | $145,897+48.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.89% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $7,624 | $7,024+8.6% | $6,427+18.6% | $4,663+63.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,030 | $16,364-44.8% | $13,899-35.0% | $13,390-32.6% |