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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 | $203,400 | $201,264+1.1% | $184,185+10.4% | $145,978+39.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.48% | 29.00%-7.5pp | 28.81%-7.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $3,268 | $7,021-53.5% | $6,426-49.1% | $4,662-29.9% |
| Participant deferral / active EE | $12,695 | $9,806+29.5% | $9,132+39.0% | $6,690+89.8% |
| Admin fee / account holder | $9,097 | $16,376-44.5% | $13,909-34.6% | $13,400-32.1% |