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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 | $205,916 | $176,786+16.5% | $146,643+40.4% | $167,536+22.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.89% | 24.04%-10.1pp | 22.75%-8.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,185 | $5,161+19.8% | $4,137+49.5% | $4,839+27.8% |
| Participant deferral / active EE | $10,858 | $6,440+68.6% | $5,506+97.2% | $6,342+71.2% |
| Admin fee / account holder | $13,349 | $13,262+0.7% | $10,280+29.8% | $12,315+8.4% |