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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 | $135,919 | $111,814+21.6% | $103,378+31.5% | $145,978-6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 24.80%-14.5pp | 24.91%-14.6pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,392 | $4,215-43.3% | $3,870-38.2% | $4,662-48.7% |
| Participant deferral / active EE | $13,143 | $5,618+133.9% | $5,058+159.9% | $6,690+96.5% |
| Admin fee / account holder | $59,472 | $9,764+509.1% | $8,401+607.9% | $13,400+343.8% |