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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 | $228,317-5.4% | $185,808+16.3% | $158,931+36.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 33.72% | 40.81%-7.1pp | 35.95%-2.2pp | 302.86%-269.1pp |
| Employer contribution / active EE | $7,631 | $4,964+53.7% | $4,086+86.8% | $4,761+60.3% |
| Participant deferral / active EE | $6,585 | $6,415+2.7% | $5,632+16.9% | $5,982+10.1% |
| Admin fee / account holder | $739 | $11,865-93.8% | $9,501-92.2% | $11,247-93.4% |