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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 | $232,562 | $213,785+8.8% | $185,441+25.4% | $155,188+49.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.04% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $9,775 | $5,393+81.3% | $4,672+109.2% | $4,248+130.1% |
| Participant deferral / active EE | $12,299 | $6,864+79.2% | $6,152+99.9% | $6,531+88.3% |
| Admin fee / account holder | $8,950 | $21,134-57.7% | $17,890-50.0% | $14,480-38.2% |