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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 | $218,766 | $107,666+103.2% | $102,184+114.1% | $154,746+41.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.48% | 29.33%-8.8pp | 31.58%-11.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $4,818 | $3,846+25.3% | $3,594+34.1% | $4,379+10.0% |
| Participant deferral / active EE | $11,464 | $8,719+31.5% | $8,309+38.0% | $6,730+70.3% |
| Admin fee / account holder | $6,283 | $12,943-51.5% | $11,609-45.9% | $14,365-56.3% |