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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 | $242,738 | $201,370+20.5% | $184,256+31.7% | $145,897+66.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $9,235 | $7,024+31.5% | $6,427+43.7% | $4,663+98.1% |
| Participant deferral / active EE | $10,435 | $9,808+6.4% | $9,133+14.3% | $6,689+56.0% |
| Admin fee / account holder | $9,027 | $16,364-44.8% | $13,899-35.1% | $13,390-32.6% |