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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 | $218,766 | $135,905+61.0% | $126,068+73.5% | $198,609+10.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.48% | 14.07%+6.4pp | 15.01%+5.5pp | 202.70%-182.2pp |
| Employer contribution / active EE | $4,818 | $4,245+13.5% | $3,968+21.4% | $5,055-4.7% |
| Participant deferral / active EE | $11,464 | $8,523+34.5% | $8,214+39.6% | $6,977+64.3% |
| Admin fee / account holder | $6,283 | $21,036-70.1% | $18,264-65.6% | $19,030-67.0% |