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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 | $204,012 | $139,948+45.8% | $121,663+67.7% | $154,746+31.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.22% | 230.52%-221.3pp | 147.54%-138.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,274 | $3,521-7.0% | $3,020+8.4% | $4,379-25.2% |
| Participant deferral / active EE | $4,037 | $5,629-28.3% | $4,887-17.4% | $6,730-40.0% |
| Admin fee / account holder | $3,525 | $17,321-79.6% | $14,289-75.3% | $14,365-75.5% |