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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 | $186,744 | $201,370-7.3% | $184,256+1.4% | $145,897+28.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.37% | 29.05%-2.7pp | 28.85%-2.5pp | 552.29%-525.9pp |
| Employer contribution / active EE | $9,356 | $7,024+33.2% | $6,427+45.6% | $4,663+100.7% |
| Participant deferral / active EE | $12,419 | $9,808+26.6% | $9,133+36.0% | $6,689+85.7% |
| Admin fee / account holder | $4,826 | $16,364-70.5% | $13,899-65.3% | $13,390-64.0% |