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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 | $210,356 | $124,425+69.1% | $112,040+87.8% | $137,256+53.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.98% | 24.72%+1.3pp | 24.52%+1.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,199 | $3,411-35.5% | $2,954-25.6% | $4,156-47.1% |
| Participant deferral / active EE | $4,255 | $5,718-25.6% | $5,098-16.5% | $6,407-33.6% |
| Admin fee / account holder | $15,108 | $15,207-0.6% | $12,098+24.9% | $12,270+23.1% |