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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 | $215,995 | $201,264+7.3% | $184,185+17.3% | $145,978+48.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 29.00%-16.7pp | 28.81%-16.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $6,889 | $7,021-1.9% | $6,426+7.2% | $4,662+47.8% |
| Participant deferral / active EE | $4,953 | $9,806-49.5% | $9,132-45.8% | $6,690-26.0% |
| Admin fee / account holder | $36,435 | $16,376+122.5% | $13,909+161.9% | $13,400+171.9% |