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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 | $232,455 | $201,372+15.4% | $184,260+26.2% | $145,884+59.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,573 | $7,024-49.1% | $6,427-44.4% | $4,662-23.4% |
| Participant deferral / active EE | $17,121 | $9,808+74.6% | $9,133+87.5% | $6,690+155.9% |
| Admin fee / account holder | $24,673 | $16,362+50.8% | $13,898+77.5% | $13,392+84.2% |