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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 | $139,077 | $125,190+11.1% | $105,624+31.7% | $145,897-4.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.12% | 225.22%-216.1pp | 116.20%-107.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,478 | $3,720-33.4% | $3,168-21.8% | $4,663-46.9% |
| Participant deferral / active EE | $7,424 | $5,716+29.9% | $5,013+48.1% | $6,689+11.0% |
| Admin fee / account holder | $9,842 | $17,138-42.6% | $10,961-10.2% | $13,390-26.5% |