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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 | $243,929 | $228,395+6.8% | $185,861+31.2% | $158,982+53.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.75% | 40.82%-19.1pp | 35.96%-14.2pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,618 | $4,968-27.2% | $4,088-11.5% | $4,763-24.0% |
| Participant deferral / active EE | $8,807 | $6,417+37.2% | $5,634+56.3% | $5,983+47.2% |
| Admin fee / account holder | $3,458 | $11,869-70.9% | $9,503-63.6% | $11,252-69.3% |