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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 | $223,549 | $199,109+12.3% | $173,730+28.7% | $154,746+44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.05% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $15,789 | $5,311+197.3% | $4,577+244.9% | $4,379+260.6% |
| Participant deferral / active EE | $17,429 | $7,113+145.1% | $6,326+175.5% | $6,730+159.0% |
| Admin fee / account holder | $7,092 | $20,916-66.1% | $17,523-59.5% | $14,365-50.6% |