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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 | $245,900 | $227,291+8.2% | $214,702+14.5% | $155,188+58.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.67% | 60.08%-40.4pp | 54.55%-34.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $26,612 | $6,772+293.0% | $6,461+311.9% | $4,248+526.5% |
| Participant deferral / active EE | $22,468 | $9,582+134.5% | $9,147+145.6% | $6,531+244.0% |
| Admin fee / account holder | $367 | $20,413-98.2% | $19,830-98.1% | $14,480-97.5% |