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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 | $238,219 | $213,785+11.4% | $185,441+28.5% | $155,188+53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.42% | 19.97%-3.6pp | 20.16%-3.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,800 | $5,393-11.0% | $4,672+2.7% | $4,248+13.0% |
| Participant deferral / active EE | $10,405 | $6,864+51.6% | $6,152+69.1% | $6,531+59.3% |
| Admin fee / account holder | $2,141 | $21,134-89.9% | $17,890-88.0% | $14,480-85.2% |