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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 | $227,170 | $181,896+24.9% | $156,551+45.1% | $273,972-17.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.49% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $13,105 | $6,248+109.7% | $5,501+138.2% | $4,869+169.2% |
| Participant deferral / active EE | $7,270 | $5,550+31.0% | $4,871+49.3% | $5,287+37.5% |
| Admin fee / account holder | $2,415 | $15,560-84.5% | $13,028-81.5% | $10,133-76.2% |