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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 | $193,844 | $201,370-3.7% | $184,256+5.2% | $145,897+32.9% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 27.34% | 29.05%-1.7pp | 28.85%-1.5pp | 552.29%-525.0pp |
| Employer contribution / active EE | $29,388 | $7,024+318.4% | $6,427+357.2% | $4,663+530.3% |
| Participant deferral / active EE | $15,352 | $9,808+56.5% | $9,133+68.1% | $6,689+129.5% |
| Admin fee / account holder | $21,241 | $16,364+29.8% | $13,899+52.8% | $13,390+58.6% |