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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 | $215,717 | $181,896+18.6% | $156,551+37.8% | $273,972-21.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.01% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $8,280 | $6,248+32.5% | $5,501+50.5% | $4,869+70.1% |
| Participant deferral / active EE | $6,046 | $5,550+8.9% | $4,871+24.1% | $5,287+14.3% |
| Admin fee / account holder | $17,605 | $15,560+13.1% | $13,028+35.1% | $10,133+73.7% |