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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 | $226,453 | $201,259+12.5% | $184,200+22.9% | $145,959+55.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 28.98%-15.0pp | 28.80%-14.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $24,505 | $7,018+249.2% | $6,424+281.5% | $4,661+425.8% |
| Participant deferral / active EE | $4,800 | $9,806-51.1% | $9,132-47.4% | $6,689-28.2% |
| Admin fee / account holder | $69,565 | $16,372+324.9% | $13,907+400.2% | $13,398+419.2% |