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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 | $199,967 | $201,372-0.7% | $184,260+8.5% | $145,884+37.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.43% | 29.04%-6.6pp | 28.84%-6.4pp | 551.85%-529.4pp |
| Employer contribution / active EE | $11,033 | $7,024+57.1% | $6,427+71.6% | $4,662+136.6% |
| Participant deferral / active EE | $8,779 | $9,808-10.5% | $9,133-3.9% | $6,690+31.2% |
| Admin fee / account holder | $632 | $16,362-96.1% | $13,898-95.5% | $13,392-95.3% |