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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 | $212,386-11.7% | $199,883-6.2% | $138,895+35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.15% | 47.75%-28.6pp | 43.81%-24.7pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,639 | $6,625-14.9% | $6,261-9.9% | $4,194+34.4% |
| Participant deferral / active EE | $9,350 | $9,617-2.8% | $9,138+2.3% | $6,396+46.2% |
| Admin fee / account holder | $14,019 | $18,233-23.1% | $17,268-18.8% | $12,562+11.6% |