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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 | $224,361 | $199,109+12.7% | $173,730+29.1% | $154,746+45.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.25% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $6,504 | $5,311+22.5% | $4,577+42.1% | $4,379+48.5% |
| Participant deferral / active EE | $12,219 | $7,113+71.8% | $6,326+93.1% | $6,730+81.5% |
| Admin fee / account holder | $72,619 | $20,916+247.2% | $17,523+314.4% | $14,365+405.5% |