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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 | $202,586 | $201,370+0.6% | $184,256+9.9% | $145,897+38.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $4,671 | $7,024-33.5% | $6,427-27.3% | $4,663+0.2% |
| Participant deferral / active EE | $7,142 | $9,808-27.2% | $9,133-21.8% | $6,689+6.8% |
| Admin fee / account holder | $4,861 | $16,364-70.3% | $13,899-65.0% | $13,390-63.7% |