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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 | $238,087 | $213,785+11.4% | $185,441+28.4% | $155,188+53.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 25.97% | 19.97%+6.0pp | 20.16%+5.8pp | 148.84%-122.9pp |
| Employer contribution / active EE | $5,253 | $5,393-2.6% | $4,672+12.4% | $4,248+23.7% |
| Participant deferral / active EE | $8,361 | $6,864+21.8% | $6,152+35.9% | $6,531+28.0% |
| Admin fee / account holder | $627 | $21,134-97.0% | $17,890-96.5% | $14,480-95.7% |