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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 | $209,571 | $201,344+4.1% | $184,243+13.7% | $145,877+43.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.48% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $35,924 | $7,022+411.6% | $6,427+459.0% | $4,663+670.4% |
| Participant deferral / active EE | $23,438 | $9,807+139.0% | $9,132+156.6% | $6,691+250.3% |
| Admin fee / account holder | $1,047 | $16,382-93.6% | $13,914-92.5% | $13,402-92.2% |