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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 | $120,741 | $110,410+9.4% | $102,437+17.9% | $145,897-17.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.20% | 24.85%-12.7pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,286 | $4,217+1.6% | $3,871+10.7% | $4,663-8.1% |
| Participant deferral / active EE | $4,075 | $5,622-27.5% | $5,060-19.5% | $6,689-39.1% |
| Admin fee / account holder | $12,726 | $9,745+30.6% | $8,388+51.7% | $13,390-5.0% |