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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 | $239,164 | $161,352+48.2% | $134,172+78.3% | $137,256+74.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.67% | 28.72%-11.1pp | 25.30%-7.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,192 | $4,099+2.3% | $3,420+22.6% | $4,156+0.9% |
| Participant deferral / active EE | $3,470 | $5,552-37.5% | $4,690-26.0% | $6,407-45.8% |
| Admin fee / account holder | $9,123 | $15,028-39.3% | $12,016-24.1% | $12,270-25.6% |