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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 | $217,095 | $201,372+7.8% | $184,260+17.8% | $145,884+48.8% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 17.78% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $9,776 | $7,024+39.2% | $6,427+52.1% | $4,662+109.7% |
| Participant deferral / active EE | $21,549 | $9,808+119.7% | $9,133+135.9% | $6,690+222.1% |
| Admin fee / account holder | $6,989 | $16,362-57.3% | $13,898-49.7% | $13,392-47.8% |