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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 | $213,785-0.3% | $185,441+14.9% | $155,188+37.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.64% | 19.97%-1.3pp | 20.16%-1.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $6,656 | $5,393+23.4% | $4,672+42.5% | $4,248+56.7% |
| Participant deferral / active EE | $17,607 | $6,864+156.5% | $6,152+186.2% | $6,531+169.6% |
| Admin fee / account holder | $2,266 | $21,134-89.3% | $17,890-87.3% | $14,480-84.4% |