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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 | $137,827 | $110,337+24.9% | $102,383+34.6% | $145,877-5.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,197 | $4,216+141.9% | $3,870+163.5% | $4,663+118.7% |
| Participant deferral / active EE | $5,463 | $5,621-2.8% | $5,060+8.0% | $6,691-18.3% |
| Admin fee / account holder | $2,024 | $9,750-79.2% | $8,391-75.9% | $13,402-84.9% |