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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 | $201,251 | $184,014+9.4% | $161,149+24.9% | $138,895+44.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.33% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $8,404 | $5,055+66.2% | $4,360+92.7% | $4,194+100.4% |
| Participant deferral / active EE | $3,800 | $6,909-45.0% | $6,153-38.2% | $6,396-40.6% |
| Admin fee / account holder | $15,514 | $18,027-13.9% | $15,194+2.1% | $12,562+23.5% |