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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 | $138,498 | $115,903+19.5% | $100,528+37.8% | $158,966-12.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.42% | 34.80%-23.4pp | 30.90%-19.5pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,703 | $4,105-34.2% | $3,419-20.9% | $4,762-43.2% |
| Participant deferral / active EE | $4,792 | $6,677-28.2% | $6,271-23.6% | $5,983-19.9% |
| Admin fee / account holder | $3,596 | $11,000-67.3% | $8,084-55.5% | $11,250-68.0% |