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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 | $207,175 | $167,522+23.7% | $151,639+36.6% | $134,532+54.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 13.99% | 7.81%+6.2pp | 3.34%+10.6pp | 418.27%-404.3pp |
| Employer contribution / active EE | $8,696 | $6,828+27.4% | $6,165+41.1% | $4,741+83.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,546 | $13,780-45.2% | $11,613-35.0% | $11,429-34.0% |