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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 | $111,243 | $115,225-3.5% | $100,712+10.5% | $138,895-19.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.40% | 40.35%-25.9pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,456 | $2,771+24.7% | $2,313+49.5% | $4,194-17.6% |
| Participant deferral / active EE | $7,723 | $4,699+64.4% | $4,085+89.1% | $6,396+20.8% |
| Admin fee / account holder | $8,201 | $10,844-24.4% | $9,256-11.4% | $12,562-34.7% |