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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 | $231,349 | $199,109+16.2% | $173,730+33.2% | $154,746+49.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.44% | 20.02%+1.4pp | 19.96%+1.5pp | 172.34%-150.9pp |
| Employer contribution / active EE | $12,521 | $5,311+135.7% | $4,577+173.5% | $4,379+185.9% |
| Participant deferral / active EE | $19,329 | $7,113+171.8% | $6,326+205.5% | $6,730+187.2% |
| Admin fee / account holder | $1,739 | $20,916-91.7% | $17,523-90.1% | $14,365-87.9% |