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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 | $235,339 | $201,370+16.9% | $184,256+27.7% | $145,897+61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 29.05%-14.6pp | 28.85%-14.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $6,226 | $7,024-11.4% | $6,427-3.1% | $4,663+33.5% |
| Participant deferral / active EE | $17,251 | $9,808+75.9% | $9,133+88.9% | $6,689+157.9% |
| Admin fee / account holder | $1,876 | $16,364-88.5% | $13,899-86.5% | $13,390-86.0% |