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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 | $201,3440% | $184,243+9.3% | $145,877+38.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 29.01%-12.7pp | 28.82%-12.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $9,050 | $7,022+28.9% | $6,427+40.8% | $4,663+94.1% |
| Participant deferral / active EE | $10,500 | $9,807+7.1% | $9,132+15.0% | $6,691+56.9% |
| Admin fee / account holder | $1,330 | $16,382-91.9% | $13,914-90.4% | $13,402-90.1% |