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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 | $228,398 | $167,522+36.3% | $151,639+50.6% | $134,532+69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 19.21% | 7.81%+11.4pp | 3.34%+15.9pp | 418.27%-399.1pp |
| Employer contribution / active EE | $18,713 | $6,828+174.1% | $6,165+203.5% | $4,741+294.7% |
| Participant deferral / active EE | $11,100 | $8,986+23.5% | $8,363+32.7% | $6,401+73.4% |
| Admin fee / account holder | $1,403 | $13,780-89.8% | $11,613-87.9% | $11,429-87.7% |