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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 | $228,777 | $209,336+9.3% | $197,124+16.1% | $137,256+66.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.85% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,083 | $6,591+7.5% | $6,227+13.7% | $4,156+70.4% |
| Participant deferral / active EE | $7,866 | $9,614-18.2% | $9,135-13.9% | $6,407+22.8% |
| Admin fee / account holder | $13,111 | $17,308-24.2% | $16,298-19.6% | $12,270+6.9% |