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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 | $218,274 | $228,395-4.4% | $185,861+17.4% | $158,982+37.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.66% | 40.82%-32.2pp | 35.96%-27.3pp | 302.99%-294.3pp |
| Employer contribution / active EE | $4,545 | $4,968-8.5% | $4,088+11.2% | $4,763-4.6% |
| Participant deferral / active EE | $13,408 | $6,417+108.9% | $5,634+138.0% | $5,983+124.1% |
| Admin fee / account holder | $33,895 | $11,869+185.6% | $9,503+256.7% | $11,252+201.2% |