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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 | $205,236 | $201,264+2.0% | $184,185+11.4% | $145,978+40.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 29.00%-17.2pp | 28.81%-17.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $7,692 | $7,021+9.6% | $6,426+19.7% | $4,662+65.0% |
| Participant deferral / active EE | $18,485 | $9,806+88.5% | $9,132+102.4% | $6,690+176.3% |
| Admin fee / account holder | $27,571 | $16,376+68.4% | $13,909+98.2% | $13,400+105.7% |