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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 | $207,960 | $181,896+14.3% | $156,551+32.8% | $273,972-24.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.08% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $11,160 | $6,248+78.6% | $5,501+102.9% | $4,869+129.2% |
| Participant deferral / active EE | $7,671 | $5,550+38.2% | $4,871+57.5% | $5,287+45.1% |
| Admin fee / account holder | $22,673 | $15,560+45.7% | $13,028+74.0% | $10,133+123.8% |