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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 | $125,383 | $110,410+13.6% | $102,437+22.4% | $145,897-14.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.47% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3,264 | $4,217-22.6% | $3,871-15.7% | $4,663-30.0% |
| Participant deferral / active EE | $4,938 | $5,622-12.2% | $5,060-2.4% | $6,689-26.2% |
| Admin fee / account holder | $7,723 | $9,745-20.7% | $8,388-7.9% | $13,390-42.3% |