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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 | $202,810 | $201,370+0.7% | $184,256+10.1% | $145,897+39.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.89% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $6,667 | $7,024-5.1% | $6,427+3.7% | $4,663+43.0% |
| Participant deferral / active EE | $8,236 | $9,808-16.0% | $9,133-9.8% | $6,689+23.1% |
| Admin fee / account holder | $20,063 | $16,364+22.6% | $13,899+44.3% | $13,390+49.8% |