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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 | $233,412 | $228,395+2.2% | $185,861+25.6% | $158,982+46.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.08% | 40.82%-3.7pp | 35.96%+1.1pp | 302.99%-265.9pp |
| Employer contribution / active EE | $14,453 | $4,968+190.9% | $4,088+253.6% | $4,763+203.5% |
| Participant deferral / active EE | $8,667 | $6,417+35.1% | $5,634+53.8% | $5,983+44.8% |
| Admin fee / account holder | $2,085 | $11,869-82.4% | $9,503-78.1% | $11,252-81.5% |