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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 | $202,211 | $181,896+11.2% | $156,551+29.2% | $273,972-26.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,778 | $6,248+56.5% | $5,501+77.7% | $4,869+100.8% |
| Participant deferral / active EE | $2,290 | $5,550-58.7% | $4,871-53.0% | $5,287-56.7% |
| Admin fee / account holder | $22,190 | $15,560+42.6% | $13,028+70.3% | $10,133+119.0% |