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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 | $156,163 | $111,814+39.7% | $103,374+51.1% | $145,959+7.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,330 | $4,214+2.8% | $3,869+11.9% | $4,661-7.1% |
| Participant deferral / active EE | $10,090 | $5,618+79.6% | $5,058+99.5% | $6,689+50.8% |
| Admin fee / account holder | $4,944 | $9,754-49.3% | $8,394-41.1% | $13,398-63.1% |