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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 | $221,749 | $201,372+10.1% | $184,260+20.3% | $145,884+52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.66% | 29.04%-8.4pp | 28.84%-8.2pp | 551.85%-531.2pp |
| Employer contribution / active EE | $4,410 | $7,024-37.2% | $6,427-31.4% | $4,662-5.4% |
| Participant deferral / active EE | $12,246 | $9,808+24.9% | $9,133+34.1% | $6,690+83.1% |
| Admin fee / account holder | $2,318 | $16,362-85.8% | $13,898-83.3% | $13,392-82.7% |