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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 | $215,572 | $182,442+18.2% | $163,379+31.9% | $138,895+55.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.98% | 72.74%-54.8pp | 63.41%-45.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $14,016 | $4,159+237.0% | $3,752+273.5% | $4,194+234.2% |
| Participant deferral / active EE | $13,898 | $6,817+103.9% | $6,282+121.3% | $6,396+117.3% |
| Admin fee / account holder | $7,963 | $10,396-23.4% | $9,818-18.9% | $12,562-36.6% |