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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 | $224,049 | $228,395-1.9% | $185,861+20.5% | $158,982+40.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 40.82%-29.2pp | 35.96%-24.4pp | 302.99%-291.4pp |
| Employer contribution / active EE | $6,276 | $4,968+26.3% | $4,088+53.5% | $4,763+31.8% |
| Participant deferral / active EE | $8,205 | $6,417+27.9% | $5,634+45.6% | $5,983+37.1% |
| Admin fee / account holder | $10,292 | $11,869-13.3% | $9,503+8.3% | $11,252-8.5% |