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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 | $132,933 | $106,247+25.1% | $96,515+37.7% | $139,466-4.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.63% | 38.47%-24.8pp | 35.73%-22.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $5,194 | $4,106+26.5% | $3,740+38.9% | $4,754+9.3% |
| Participant deferral / active EE | $10,558 | $5,456+93.5% | $4,880+116.4% | $6,712+57.3% |
| Admin fee / account holder | $6,954 | $7,885-11.8% | $6,735+3.2% | $11,409-39.0% |