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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 | $238,461 | $201,370+18.4% | $184,256+29.4% | $145,897+63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.97% | 29.05%+3.9pp | 28.85%+4.1pp | 552.29%-519.3pp |
| Employer contribution / active EE | $7,843 | $7,024+11.7% | $6,427+22.0% | $4,663+68.2% |
| Participant deferral / active EE | $21,565 | $9,808+119.9% | $9,133+136.1% | $6,689+222.4% |
| Admin fee / account holder | $16,568 | $16,364+1.2% | $13,899+19.2% | $13,390+23.7% |