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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 | $247,661 | $199,109+24.4% | $173,730+42.6% | $154,746+60.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.22% | 20.02%-6.8pp | 19.96%-6.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $7,500 | $5,311+41.2% | $4,577+63.8% | $4,379+71.3% |
| Participant deferral / active EE | $3,226 | $7,113-54.6% | $6,326-49.0% | $6,730-52.1% |
| Admin fee / account holder | $24,594 | $20,916+17.6% | $17,523+40.3% | $14,365+71.2% |