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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 | $222,168 | $201,344+10.3% | $184,243+20.6% | $145,877+52.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $5,640 | $7,022-19.7% | $6,427-12.2% | $4,663+21.0% |
| Participant deferral / active EE | $12,555 | $9,807+28.0% | $9,132+37.5% | $6,691+87.6% |
| Admin fee / account holder | $1,419 | $16,382-91.3% | $13,914-89.8% | $13,402-89.4% |