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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 | $211,199 | $181,896+16.1% | $156,551+34.9% | $273,972-22.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $10,124 | $6,248+62.0% | $5,501+84.0% | $4,869+107.9% |
| Participant deferral / active EE | $15,291 | $5,550+175.5% | $4,871+213.9% | $5,287+189.2% |
| Admin fee / account holder | $1,453 | $15,560-90.7% | $13,028-88.8% | $10,133-85.7% |