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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 | $220,841 | $201,370+9.7% | $184,256+19.9% | $145,897+51.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.85% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,828 | $7,024-74.0% | $6,427-71.6% | $4,663-60.8% |
| Participant deferral / active EE | $11,345 | $9,808+15.7% | $9,133+24.2% | $6,689+69.6% |
| Admin fee / account holder | $2,105 | $16,364-87.1% | $13,899-84.9% | $13,390-84.3% |