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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 | $231,990 | $201,370+15.2% | $184,256+25.9% | $145,897+59.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.48% | 29.05%+1.4pp | 28.85%+1.6pp | 552.29%-521.8pp |
| Employer contribution / active EE | $9,880 | $7,024+40.7% | $6,427+53.7% | $4,663+111.9% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $8,411 | $16,364-48.6% | $13,899-39.5% | $13,390-37.2% |