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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 | $227,665 | $185,141+23.0% | $153,416+48.4% | $155,188+46.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.80% | 18.72%-5.9pp | 17.84%-5.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $5,954 | $4,489+32.6% | $3,764+58.2% | $4,248+40.2% |
| Participant deferral / active EE | $5,927 | $5,477+8.2% | $4,723+25.5% | $6,531-9.3% |
| Admin fee / account holder | $10,888 | $16,005-32.0% | $13,095-16.9% | $14,480-24.8% |