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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 | $242,070 | $199,109+21.6% | $173,730+39.3% | $154,746+56.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.34% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $7,033 | $5,311+32.4% | $4,577+53.6% | $4,379+60.6% |
| Participant deferral / active EE | $8,924 | $7,113+25.5% | $6,326+41.1% | $6,730+32.6% |
| Admin fee / account holder | $16,345 | $20,916-21.9% | $17,523-6.7% | $14,365+13.8% |