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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 | $212,790 | $210,343+1.2% | $153,432+38.7% | $145,959+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.35% | 13.38%-3.0pp | 15.66%-5.3pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,313 | $6,047-61.7% | $5,038-54.1% | $4,661-50.4% |
| Participant deferral / active EE | $3,135 | $7,977-60.7% | $6,757-53.6% | $6,689-53.1% |
| Admin fee / account holder | $5,054 | $19,424-74.0% | $12,725-60.3% | $13,398-62.3% |