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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 | $236,810 | $181,896+30.2% | $156,551+51.3% | $273,972-13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.36% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $8,986 | $6,248+43.8% | $5,501+63.3% | $4,869+84.6% |
| Participant deferral / active EE | $9,572 | $5,550+72.5% | $4,871+96.5% | $5,287+81.0% |
| Admin fee / account holder | $13,533 | $15,560-13.0% | $13,028+3.9% | $10,133+33.6% |