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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 | $201,872 | $201,372+0.2% | $184,260+9.6% | $145,884+38.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,201 | $7,024-54.4% | $6,427-50.2% | $4,662-31.4% |
| Participant deferral / active EE | $21,719 | $9,808+121.4% | $9,133+137.8% | $6,690+224.7% |
| Admin fee / account holder | $11,805 | $16,362-27.9% | $13,898-15.1% | $13,392-11.8% |