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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 | $245,275 | $223,823+9.6% | $211,142+16.2% | $154,746+58.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.11% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $8,219 | $6,787+21.1% | $6,442+27.6% | $4,379+87.7% |
| Participant deferral / active EE | $9,000 | $9,750-7.7% | $9,284-3.1% | $6,730+33.7% |
| Admin fee / account holder | $24,819 | $19,707+25.9% | $19,076+30.1% | $14,365+72.8% |