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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 | $200,929 | $177,156+13.4% | $147,027+36.7% | $154,746+29.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.47% | 21.94%-4.5pp | 20.23%-2.8pp | 172.34%-154.9pp |
| Employer contribution / active EE | $10,083 | $4,336+132.5% | $3,626+178.1% | $4,379+130.3% |
| Participant deferral / active EE | $25,583 | $5,797+341.3% | $4,933+418.6% | $6,730+280.1% |
| Admin fee / account holder | $57,480 | $14,904+285.7% | $12,223+370.3% | $14,365+300.1% |