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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 | $229,975 | $213,785+7.6% | $185,441+24.0% | $155,188+48.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.06% | 19.97%-0.9pp | 20.16%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $13,366 | $5,393+147.8% | $4,672+186.1% | $4,248+214.7% |
| Participant deferral / active EE | $11,476 | $6,864+67.2% | $6,152+86.5% | $6,531+75.7% |
| Admin fee / account holder | $7,813 | $21,134-63.0% | $17,890-56.3% | $14,480-46.0% |