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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 | $213,383 | $184,014+16.0% | $161,149+32.4% | $138,895+53.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.74% | 21.52%-7.8pp | 21.16%-7.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $14,555 | $5,055+187.9% | $4,360+233.8% | $4,194+247.0% |
| Participant deferral / active EE | $11,602 | $6,909+67.9% | $6,153+88.6% | $6,396+81.4% |
| Admin fee / account holder | $865 | $18,027-95.2% | $15,194-94.3% | $12,562-93.1% |