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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 | $216,100 | $223,823-3.5% | $211,142+2.3% | $154,746+39.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.58% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,468 | $6,787-63.6% | $6,442-61.7% | $4,379-43.6% |
| Participant deferral / active EE | $30,973 | $9,750+217.7% | $9,284+233.6% | $6,730+360.2% |
| Admin fee / account holder | $10,576 | $19,707-46.3% | $19,076-44.6% | $14,365-26.4% |