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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 | $221,588 | $212,386+4.3% | $199,883+10.9% | $138,895+59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.92% | 47.75%-23.8pp | 43.81%-19.9pp | 145.39%-121.5pp |
| Employer contribution / active EE | $5,952 | $6,625-10.2% | $6,261-4.9% | $4,194+41.9% |
| Participant deferral / active EE | $8,008 | $9,617-16.7% | $9,138-12.4% | $6,396+25.2% |
| Admin fee / account holder | $30,426 | $18,233+66.9% | $17,268+76.2% | $12,562+142.2% |