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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 | $201,259+15.3% | $184,200+25.9% | $145,959+58.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.48% | 28.98%+1.5pp | 28.80%+1.7pp | 561.95%-531.5pp |
| Employer contribution / active EE | $9,880 | $7,018+40.8% | $6,424+53.8% | $4,661+112.0% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $8,411 | $16,372-48.6% | $13,907-39.5% | $13,398-37.2% |