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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 | $231,546 | $201,344+15.0% | $184,243+25.7% | $145,877+58.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 29.01%-13.3pp | 28.82%-13.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $8,569 | $7,022+22.0% | $6,427+33.3% | $4,663+83.8% |
| Participant deferral / active EE | $12,025 | $9,807+22.6% | $9,132+31.7% | $6,691+79.7% |
| Admin fee / account holder | $3,979 | $16,382-75.7% | $13,914-71.4% | $13,402-70.3% |