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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 | $201,344+9.7% | $184,243+19.9% | $145,877+51.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.04% | 29.01%-19.0pp | 28.82%-18.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,878 | $7,022-59.0% | $6,427-55.2% | $4,663-38.3% |
| Participant deferral / active EE | $9,232 | $9,807-5.9% | $9,132+1.1% | $6,691+38.0% |
| Admin fee / account holder | $5,633 | $16,382-65.6% | $13,914-59.5% | $13,402-58.0% |