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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 | $221,603 | $212,386+4.3% | $199,883+10.9% | $138,895+59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.13% | 47.75%-28.6pp | 43.81%-24.7pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,012 | $6,625-69.6% | $6,261-67.9% | $4,194-52.0% |
| Participant deferral / active EE | $9,059 | $9,617-5.8% | $9,138-0.9% | $6,396+41.6% |
| Admin fee / account holder | $8,419 | $18,233-53.8% | $17,268-51.2% | $12,562-33.0% |