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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 | $212,415 | $199,109+6.7% | $173,730+22.3% | $154,746+37.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.14% | 20.02%-9.9pp | 19.96%-9.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $19,839 | $5,311+273.5% | $4,577+333.4% | $4,379+353.0% |
| Participant deferral / active EE | $10,333 | $7,113+45.3% | $6,326+63.3% | $6,730+53.5% |
| Admin fee / account holder | $8,874 | $20,916-57.6% | $17,523-49.4% | $14,365-38.2% |