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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 | $227,588 | $201,370+13.0% | $184,256+23.5% | $145,897+56.0% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 20.11% | 29.05%-8.9pp | 28.85%-8.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $8,985 | $7,024+27.9% | $6,427+39.8% | $4,663+92.7% |
| Participant deferral / active EE | $16,528 | $9,808+68.5% | $9,133+81.0% | $6,689+147.1% |
| Admin fee / account holder | $4,278 | $16,364-73.9% | $13,899-69.2% | $13,390-68.1% |