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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 | $201,293 | $201,3700% | $184,256+9.2% | $145,897+38.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $9,050 | $7,024+28.8% | $6,427+40.8% | $4,663+94.1% |
| Participant deferral / active EE | $10,500 | $9,808+7.1% | $9,133+15.0% | $6,689+57.0% |
| Admin fee / account holder | $1,330 | $16,364-91.9% | $13,899-90.4% | $13,390-90.1% |