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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 | $162,967+39.7% | $135,792+67.7% | $138,895+63.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.80% | 30.08%-17.3pp | 25.96%-13.2pp | 145.39%-132.6pp |
| Employer contribution / active EE | $5,954 | $4,211+41.4% | $3,496+70.3% | $4,194+42.0% |
| Participant deferral / active EE | $5,927 | $5,640+5.1% | $4,759+24.5% | $6,396-7.3% |
| Admin fee / account holder | $10,888 | $15,306-28.9% | $12,266-11.2% | $12,562-13.3% |