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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 | $214,704 | $181,062+18.6% | $158,223+35.7% | $155,188+38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.57% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,272 | $4,565-28.3% | $4,109-20.4% | $4,248-23.0% |
| Participant deferral / active EE | $10,428 | $6,134+70.0% | $5,467+90.8% | $6,531+59.7% |
| Admin fee / account holder | $12,251 | $18,825-34.9% | $16,047-23.7% | $14,480-15.4% |