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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 | $201,344-3.7% | $184,243+5.2% | $145,877+32.9% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 27.34% | 29.01%-1.7pp | 28.82%-1.5pp | 551.28%-523.9pp |
| Employer contribution / active EE | $29,388 | $7,022+318.5% | $6,427+357.3% | $4,663+530.2% |
| Participant deferral / active EE | $15,352 | $9,807+56.5% | $9,132+68.1% | $6,691+129.5% |
| Admin fee / account holder | $21,241 | $16,382+29.7% | $13,914+52.7% | $13,402+58.5% |