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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 | $215,670 | $215,361+0.1% | $171,082+26.1% | $273,972-21.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.93% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $12,060 | $4,967+142.8% | $4,002+201.4% | $4,869+147.7% |
| Participant deferral / active EE | $11,375 | $5,543+105.2% | $4,797+137.1% | $5,287+115.1% |
| Admin fee / account holder | $3,304 | $10,846-69.5% | $8,520-61.2% | $10,133-67.4% |