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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 | $203,945 | $201,372+1.3% | $184,260+10.7% | $145,884+39.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.76% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,294 | $7,024-38.9% | $6,427-33.2% | $4,662-7.9% |
| Participant deferral / active EE | $4,294 | $9,808-56.2% | $9,133-53.0% | $6,690-35.8% |
| Admin fee / account holder | $892 | $16,362-94.6% | $13,898-93.6% | $13,392-93.3% |