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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 | $238,814 | $201,264+18.7% | $184,185+29.7% | $145,978+63.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.09% | 29.00%-15.9pp | 28.81%-15.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $4,006 | $7,021-42.9% | $6,426-37.7% | $4,662-14.1% |
| Participant deferral / active EE | $15,823 | $9,806+61.4% | $9,132+73.3% | $6,690+136.5% |
| Admin fee / account holder | $310 | $16,376-98.1% | $13,909-97.8% | $13,400-97.7% |