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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 | $196,205 | $183,516+6.9% | $155,534+26.1% | $145,884+34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $7,208 | $5,315+35.6% | $4,675+54.2% | $4,662+54.6% |
| Participant deferral / active EE | $6,729 | $6,467+4.1% | $5,630+19.5% | $6,690+0.6% |
| Admin fee / account holder | $11,661 | $19,293-39.6% | $15,900-26.7% | $13,392-12.9% |