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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 | $194,487 | $182,442+6.6% | $163,379+19.0% | $138,895+40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.88% | 72.74%-60.9pp | 63.41%-51.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $25,021 | $4,159+501.5% | $3,752+566.8% | $4,194+496.5% |
| Participant deferral / active EE | $15,500 | $6,817+127.4% | $6,282+146.8% | $6,396+142.3% |
| Admin fee / account holder | $7,189 | $10,396-30.8% | $9,818-26.8% | $12,562-42.8% |