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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 | $201,344+12.5% | $184,243+22.9% | $145,877+55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $24,505 | $7,022+249.0% | $6,427+281.3% | $4,663+425.5% |
| Participant deferral / active EE | $4,800 | $9,807-51.1% | $9,132-47.4% | $6,691-28.3% |
| Admin fee / account holder | $69,565 | $16,382+324.6% | $13,914+400.0% | $13,402+419.1% |