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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 | $177,881 | $167,503+6.2% | $151,627+17.3% | $134,493+32.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.26% | 7.80%-0.5pp | 3.33%+3.9pp | 418.01%-410.8pp |
| Employer contribution / active EE | $13,518 | $6,829+97.9% | $6,166+119.2% | $4,740+185.2% |
| Participant deferral / active EE | $10,105 | $8,985+12.5% | $8,363+20.8% | $6,400+57.9% |
| Admin fee / account holder | $8,207 | $13,777-40.4% | $11,612-29.3% | $11,425-28.2% |