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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 | $217,170 | $201,372+7.8% | $184,260+17.9% | $145,884+48.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $6,316 | $7,024-10.1% | $6,427-1.7% | $4,662+35.5% |
| Participant deferral / active EE | $13,471 | $9,808+37.4% | $9,133+47.5% | $6,690+101.4% |
| Admin fee / account holder | $338 | $16,362-97.9% | $13,898-97.6% | $13,392-97.5% |