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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 | $121,621 | $110,410+10.2% | $102,437+18.7% | $145,897-16.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,530 | $4,217+31.1% | $3,871+42.9% | $4,663+18.6% |
| Participant deferral / active EE | $1,968 | $5,622-65.0% | $5,060-61.1% | $6,689-70.6% |
| Admin fee / account holder | $11,731 | $9,745+20.4% | $8,388+39.9% | $13,390-12.4% |