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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 | $138,190 | $161,352-14.4% | $134,172+3.0% | $137,256+0.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.69% | 28.72%-17.0pp | 25.30%-13.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,669 | $4,099-10.5% | $3,420+7.3% | $4,156-11.7% |
| Participant deferral / active EE | $8,831 | $5,552+59.0% | $4,690+88.3% | $6,407+37.8% |
| Admin fee / account holder | $114,920 | $15,028+664.7% | $12,016+856.4% | $12,270+836.6% |