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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 | $224,448 | $275,752-18.6% | $256,809-12.6% | $198,609+13.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.37% | 34.81%-26.4pp | 32.73%-24.4pp | 202.70%-194.3pp |
| Employer contribution / active EE | $12,896 | $7,721+67.0% | $7,263+77.6% | $5,055+155.1% |
| Participant deferral / active EE | $6,705 | $10,037-33.2% | $9,520-29.6% | $6,977-3.9% |
| Admin fee / account holder | $19,325 | $25,716-24.9% | $25,146-23.1% | $19,030+1.5% |