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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 | $219,950 | $209,336+5.1% | $197,124+11.6% | $137,256+60.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.57% | 48.09%-20.5pp | 44.34%-16.8pp | 220.34%-192.8pp |
| Employer contribution / active EE | $13,039 | $6,591+97.8% | $6,227+109.4% | $4,156+213.7% |
| Participant deferral / active EE | $18,534 | $9,614+92.8% | $9,135+102.9% | $6,407+189.3% |
| Admin fee / account holder | $1,125 | $17,308-93.5% | $16,298-93.1% | $12,270-90.8% |