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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 | $187,584 | $209,336-10.4% | $197,124-4.8% | $137,256+36.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.15% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,639 | $6,591-14.4% | $6,227-9.5% | $4,156+35.7% |
| Participant deferral / active EE | $9,350 | $9,614-2.7% | $9,135+2.4% | $6,407+45.9% |
| Admin fee / account holder | $14,019 | $17,308-19.0% | $16,298-14.0% | $12,270+14.3% |