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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 | $247,266 | $213,785+15.7% | $185,441+33.3% | $155,188+59.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.26% | 19.97%-1.7pp | 20.16%-1.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $4,694 | $5,393-13.0% | $4,672+0.5% | $4,248+10.5% |
| Participant deferral / active EE | $18,597 | $6,864+170.9% | $6,152+202.3% | $6,531+184.7% |
| Admin fee / account holder | $2,593 | $21,134-87.7% | $17,890-85.5% | $14,480-82.1% |