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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 | $221,740 | $211,239+5.0% | $178,528+24.2% | $145,877+52.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $5,327 | $4,570+16.6% | $3,950+34.8% | $4,663+14.2% |
| Participant deferral / active EE | $14,151 | $6,963+103.2% | $6,278+125.4% | $6,691+111.5% |
| Admin fee / account holder | $814 | $12,095-93.3% | $10,419-92.2% | $13,402-93.9% |