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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 | $209,336+5.9% | $197,124+12.4% | $137,256+61.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.13% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,012 | $6,591-69.5% | $6,227-67.7% | $4,156-51.6% |
| Participant deferral / active EE | $9,059 | $9,614-5.8% | $9,135-0.8% | $6,407+41.4% |
| Admin fee / account holder | $8,419 | $17,308-51.4% | $16,298-48.3% | $12,270-31.4% |