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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 | $220,819 | $201,372+9.7% | $184,260+19.8% | $145,884+51.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.04% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,878 | $7,024-59.0% | $6,427-55.2% | $4,662-38.3% |
| Participant deferral / active EE | $9,232 | $9,808-5.9% | $9,133+1.1% | $6,690+38.0% |
| Admin fee / account holder | $5,633 | $16,362-65.6% | $13,898-59.5% | $13,392-57.9% |