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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 | $243,612 | $213,785+14.0% | $185,441+31.4% | $155,188+57.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.23% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $6,665 | $5,393+23.6% | $4,672+42.6% | $4,248+56.9% |
| Participant deferral / active EE | $13,601 | $6,864+98.1% | $6,152+121.1% | $6,531+108.2% |
| Admin fee / account holder | $3,700 | $21,134-82.5% | $17,890-79.3% | $14,480-74.4% |