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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 | $223,460 | $212,386+5.2% | $199,883+11.8% | $138,895+60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.96% | 47.75%-31.8pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,194 | $6,625-66.9% | $6,261-65.0% | $4,194-47.7% |
| Participant deferral / active EE | $4,586 | $9,617-52.3% | $9,138-49.8% | $6,396-28.3% |
| Admin fee / account holder | $6,973 | $18,233-61.8% | $17,268-59.6% | $12,562-44.5% |