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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 | $213,090 | $197,625+7.8% | $177,840+19.8% | $158,966+34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.57% | 58.76%-49.2pp | 48.32%-38.8pp | 302.95%-293.4pp |
| Employer contribution / active EE | $7,097 | $6,698+6.0% | $5,919+19.9% | $4,762+49.0% |
| Participant deferral / active EE | $15,630 | $8,405+86.0% | $7,714+102.6% | $5,983+161.2% |
| Admin fee / account holder | $8,237 | $15,405-46.5% | $12,431-33.7% | $11,250-26.8% |