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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 | $135,615 | $111,814+21.3% | $103,374+31.2% | $145,959-7.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $5,348 | $4,214+26.9% | $3,869+38.2% | $4,661+14.8% |
| Participant deferral / active EE | $7,650 | $5,618+36.2% | $5,058+51.3% | $6,689+14.4% |
| Admin fee / account holder | $37,694 | $9,754+286.4% | $8,394+349.1% | $13,398+181.3% |