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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 | $214,535 | $223,823-4.1% | $211,142+1.6% | $154,746+38.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.70% | 50.39%-29.7pp | 46.84%-26.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,426 | $6,787-34.8% | $6,442-31.3% | $4,379+1.1% |
| Participant deferral / active EE | $10,509 | $9,750+7.8% | $9,284+13.2% | $6,730+56.1% |
| Admin fee / account holder | $8,971 | $19,707-54.5% | $19,076-53.0% | $14,365-37.6% |