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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 | $135,010 | $97,765+38.1% | $103,486+30.5% | $145,884-7.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 25.44%-2.6pp | 23.93%-1.1pp | 551.85%-529.0pp |
| Employer contribution / active EE | $2,039 | $4,687-56.5% | $4,679-56.4% | $4,662-56.3% |
| Participant deferral / active EE | $6,447 | $6,606-2.4% | $6,628-2.7% | $6,690-3.6% |
| Admin fee / account holder | $7,309 | $12,505-41.6% | $9,354-21.9% | $13,392-45.4% |