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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 | $201,370+1.0% | $184,256+10.4% | $145,897+39.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.48% | 29.05%-7.6pp | 28.85%-7.4pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,268 | $7,024-53.5% | $6,427-49.2% | $4,663-29.9% |
| Participant deferral / active EE | $12,695 | $9,808+29.4% | $9,133+39.0% | $6,689+89.8% |
| Admin fee / account holder | $9,097 | $16,364-44.4% | $13,899-34.6% | $13,390-32.1% |