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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 | $213,703 | $199,109+7.3% | $173,730+23.0% | $154,746+38.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.16% | 20.02%+1.1pp | 19.96%+1.2pp | 172.34%-151.2pp |
| Employer contribution / active EE | $15,578 | $5,311+193.3% | $4,577+240.3% | $4,379+255.7% |
| Participant deferral / active EE | $10,863 | $7,113+52.7% | $6,326+71.7% | $6,730+61.4% |
| Admin fee / account holder | $30,305 | $20,916+44.9% | $17,523+72.9% | $14,365+111.0% |