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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 | $136,205 | $97,289+40.0% | $92,805+46.8% | $155,188-12.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.93% | 29.03%-17.1pp | 31.59%-19.7pp | 148.84%-136.9pp |
| Employer contribution / active EE | $5,125 | $3,632+41.1% | $3,424+49.7% | $4,248+20.7% |
| Participant deferral / active EE | $8,100 | $8,795-7.9% | $8,448-4.1% | $6,531+24.0% |
| Admin fee / account holder | $734 | $12,015-93.9% | $10,911-93.3% | $14,480-94.9% |