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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 | $217,385 | $201,372+8.0% | $184,260+18.0% | $145,884+49.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.51% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $8,277 | $7,024+17.8% | $6,427+28.8% | $4,662+77.5% |
| Participant deferral / active EE | $7,544 | $9,808-23.1% | $9,133-17.4% | $6,690+12.8% |
| Admin fee / account holder | $555 | $16,362-96.6% | $13,898-96.0% | $13,392-95.9% |