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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 | $199,284 | $201,370-1.0% | $184,256+8.2% | $145,897+36.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,809 | $7,024-74.2% | $6,427-71.9% | $4,663-61.2% |
| Participant deferral / active EE | $11,475 | $9,808+17.0% | $9,133+25.6% | $6,689+71.5% |
| Admin fee / account holder | $5,781 | $16,364-64.7% | $13,899-58.4% | $13,390-56.8% |