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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 | $177,595+14.9% | $148,496+37.4% | $198,609+2.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.22% | 9.97%-0.7pp | 12.33%-3.1pp | 202.70%-193.5pp |
| Employer contribution / active EE | $3,274 | $4,098-20.1% | $3,497-6.4% | $5,055-35.2% |
| Participant deferral / active EE | $4,037 | $5,539-27.1% | $4,808-16.0% | $6,977-42.1% |
| Admin fee / account holder | $3,525 | $27,010-86.9% | $19,547-82.0% | $19,030-81.5% |