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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 | $216,068 | $228,395-5.4% | $185,861+16.3% | $158,982+35.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 33.72% | 40.82%-7.1pp | 35.96%-2.2pp | 302.99%-269.3pp |
| Employer contribution / active EE | $7,631 | $4,968+53.6% | $4,088+86.7% | $4,763+60.2% |
| Participant deferral / active EE | $6,585 | $6,417+2.6% | $5,634+16.9% | $5,983+10.1% |
| Admin fee / account holder | $739 | $11,869-93.8% | $9,503-92.2% | $11,252-93.4% |