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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 | $196,978 | $228,395-13.8% | $185,861+6.0% | $158,982+23.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.39% | 40.82%-34.4pp | 35.96%-29.6pp | 302.99%-296.6pp |
| Employer contribution / active EE | $2,885 | $4,968-41.9% | $4,088-29.4% | $4,763-39.4% |
| Participant deferral / active EE | $6,950 | $6,417+8.3% | $5,634+23.4% | $5,983+16.2% |
| Admin fee / account holder | $731 | $11,869-93.8% | $9,503-92.3% | $11,252-93.5% |