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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 | $227,291-2.5% | $214,702+3.2% | $155,188+42.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.13% | 60.08%-40.9pp | 54.55%-35.4pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,012 | $6,772-70.3% | $6,461-68.9% | $4,248-52.6% |
| Participant deferral / active EE | $9,059 | $9,582-5.5% | $9,147-1.0% | $6,531+38.7% |
| Admin fee / account holder | $8,419 | $20,413-58.8% | $19,830-57.5% | $14,480-41.9% |