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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 | $204,971 | $211,224-3.0% | $178,505+14.8% | $145,897+40.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 30.28%-19.5pp | 27.16%-16.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $4,988 | $4,577+9.0% | $3,955+26.1% | $4,663+7.0% |
| Participant deferral / active EE | $15,107 | $6,966+116.9% | $6,280+140.5% | $6,689+125.8% |
| Admin fee / account holder | $13,315 | $12,109+10.0% | $10,428+27.7% | $13,390-0.6% |