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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 | $232,322 | $201,344+15.4% | $184,243+26.1% | $145,877+59.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.25% | 29.01%-0.8pp | 28.82%-0.6pp | 551.28%-523.0pp |
| Employer contribution / active EE | $3,558 | $7,022-49.3% | $6,427-44.6% | $4,663-23.7% |
| Participant deferral / active EE | $25,280 | $9,807+157.8% | $9,132+176.8% | $6,691+277.8% |
| Admin fee / account holder | $731 | $16,382-95.5% | $13,914-94.7% | $13,402-94.5% |