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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 | $236,290 | $181,896+29.9% | $156,551+50.9% | $273,972-13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.38% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,485 | $6,248+51.8% | $5,501+72.4% | $4,869+94.8% |
| Participant deferral / active EE | $9,862 | $5,550+77.7% | $4,871+102.5% | $5,287+86.5% |
| Admin fee / account holder | $24,713 | $15,560+58.8% | $13,028+89.7% | $10,133+143.9% |