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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 | $211,239-3.0% | $178,528+14.8% | $145,877+40.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 30.22%-19.4pp | 27.11%-16.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,988 | $4,570+9.1% | $3,950+26.3% | $4,663+7.0% |
| Participant deferral / active EE | $15,107 | $6,963+117.0% | $6,278+140.6% | $6,691+125.8% |
| Admin fee / account holder | $13,315 | $12,095+10.1% | $10,419+27.8% | $13,402-0.7% |