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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 | $198,773 | $167,415+18.7% | $140,514+41.5% | $198,609+0.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 3.45% | 13.85%-10.4pp | 14.36%-10.9pp | 202.70%-199.2pp |
| Employer contribution / active EE | $4,746 | $4,088+16.1% | $3,378+40.5% | $5,055-6.1% |
| Participant deferral / active EE | $10,637 | $5,579+90.7% | $4,919+116.3% | $6,977+52.5% |
| Admin fee / account holder | $17,476 | $16,730+4.5% | $13,697+27.6% | $19,030-8.2% |