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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 | $196,052 | $181,896+7.8% | $156,551+25.2% | $273,972-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $11,515 | $6,248+84.3% | $5,501+109.3% | $4,869+136.5% |
| Participant deferral / active EE | $9,335 | $5,550+68.2% | $4,871+91.6% | $5,287+76.6% |
| Admin fee / account holder | $1,617 | $15,560-89.6% | $13,028-87.6% | $10,133-84.0% |