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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 | $170,937 | $127,387+34.2% | $115,038+48.6% | $125,389+36.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.03% | 31.28%-30.3pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,318 | $5,166-35.8% | $4,608-28.0% | $4,866-31.8% |
| Participant deferral / active EE | $11,831 | $6,423+84.2% | $6,026+96.3% | $5,352+121.1% |
| Admin fee / account holder | $7,008 | $9,516-26.4% | $8,175-14.3% | $9,541-26.5% |