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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 | $237,694 | $228,395+4.1% | $185,861+27.9% | $158,982+49.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.78% | 40.82%-21.0pp | 35.96%-16.2pp | 302.99%-283.2pp |
| Employer contribution / active EE | $16,838 | $4,968+239.0% | $4,088+311.9% | $4,763+253.5% |
| Participant deferral / active EE | $8,667 | $6,417+35.1% | $5,634+53.8% | $5,983+44.8% |
| Admin fee / account holder | $585 | $11,869-95.1% | $9,503-93.8% | $11,252-94.8% |