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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 | $211,785 | $211,288+0.2% | $178,540+18.6% | $145,884+45.2% |
| Participation rate | 94.4% | 80.8%+13.6pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 11.28% | 30.27%-19.0pp | 27.15%-15.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,530 | $4,574-44.7% | $3,953-36.0% | $4,662-45.7% |
| Participant deferral / active EE | $13,160 | $6,967+88.9% | $6,281+109.5% | $6,690+96.7% |
| Admin fee / account holder | $300 | $12,105-97.5% | $10,424-97.1% | $13,392-97.8% |