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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 | $228,207 | $201,370+13.3% | $184,256+23.9% | $145,897+56.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.84% | 29.05%-5.2pp | 28.85%-5.0pp | 552.29%-528.4pp |
| Employer contribution / active EE | $30,173 | $7,024+329.6% | $6,427+369.5% | $4,663+547.1% |
| Participant deferral / active EE | $24,162 | $9,808+146.4% | $9,133+164.6% | $6,689+261.2% |
| Admin fee / account holder | $28,605 | $16,364+74.8% | $13,899+105.8% | $13,390+113.6% |