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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 | $223,003 | $201,344+10.8% | $184,243+21.0% | $145,877+52.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $10,351 | $7,022+47.4% | $6,427+61.1% | $4,663+122.0% |
| Participant deferral / active EE | $5,416 | $9,807-44.8% | $9,132-40.7% | $6,691-19.1% |
| Admin fee / account holder | $7,521 | $16,382-54.1% | $13,914-45.9% | $13,402-43.9% |