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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 | $202,689 | $201,372+0.7% | $184,260+10.0% | $145,884+38.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.67% | 29.04%-0.4pp | 28.84%-0.2pp | 551.85%-523.2pp |
| Employer contribution / active EE | $3,810 | $7,024-45.8% | $6,427-40.7% | $4,662-18.3% |
| Participant deferral / active EE | $7,519 | $9,808-23.3% | $9,133-17.7% | $6,690+12.4% |
| Admin fee / account holder | $3,307 | $16,362-79.8% | $13,898-76.2% | $13,392-75.3% |