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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 | $223,003 | $201,370+10.7% | $184,256+21.0% | $145,897+52.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $10,351 | $7,024+47.4% | $6,427+61.1% | $4,663+122.0% |
| Participant deferral / active EE | $5,416 | $9,808-44.8% | $9,133-40.7% | $6,689-19.0% |
| Admin fee / account holder | $7,521 | $16,364-54.0% | $13,899-45.9% | $13,390-43.8% |