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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 | $192,706 | $161,352+19.4% | $134,172+43.6% | $137,256+40.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.18% | 28.72%-13.5pp | 25.30%-10.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,508 | $4,099+10.0% | $3,420+31.8% | $4,156+8.5% |
| Participant deferral / active EE | $4,628 | $5,552-16.6% | $4,690-1.3% | $6,407-27.8% |
| Admin fee / account holder | $10,359 | $15,028-31.1% | $12,016-13.8% | $12,270-15.6% |