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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 | $209,336+3.2% | $197,124+9.6% | $137,256+57.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.58% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,468 | $6,591-62.6% | $6,227-60.4% | $4,156-40.6% |
| Participant deferral / active EE | $30,973 | $9,614+222.2% | $9,135+239.1% | $6,407+383.4% |
| Admin fee / account holder | $10,576 | $17,308-38.9% | $16,298-35.1% | $12,270-13.8% |