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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 | $247,842 | $213,785+15.9% | $185,441+33.6% | $155,188+59.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.90% | 19.97%-9.1pp | 20.16%-9.3pp | 148.84%-137.9pp |
| Employer contribution / active EE | $16,525 | $5,393+206.4% | $4,672+253.7% | $4,248+289.0% |
| Participant deferral / active EE | $10,231 | $6,864+49.0% | $6,152+66.3% | $6,531+56.7% |
| Admin fee / account holder | $1,774 | $21,134-91.6% | $17,890-90.1% | $14,480-87.7% |