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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 | $205,286 | $201,344+2.0% | $184,243+11.4% | $145,877+40.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.41% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,766 | $7,022-3.6% | $6,427+5.3% | $4,663+45.1% |
| Participant deferral / active EE | $11,661 | $9,807+18.9% | $9,132+27.7% | $6,691+74.3% |
| Admin fee / account holder | $2,128 | $16,382-87.0% | $13,914-84.7% | $13,402-84.1% |