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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 | $213,054 | $184,014+15.8% | $161,149+32.2% | $138,895+53.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.64% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $6,656 | $5,055+31.7% | $4,360+52.7% | $4,194+58.7% |
| Participant deferral / active EE | $17,607 | $6,909+154.8% | $6,153+186.1% | $6,396+175.3% |
| Admin fee / account holder | $2,266 | $18,027-87.4% | $15,194-85.1% | $12,562-82.0% |