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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 | $112,857 | $110,240+2.4% | $96,544+16.9% | $139,487-19.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.15% | 26.41%-15.3pp | 25.88%-14.7pp | 373.84%-362.7pp |
| Employer contribution / active EE | $3,058 | $3,622-15.6% | $2,966+3.1% | $4,755-35.7% |
| Participant deferral / active EE | $6,713 | $5,549+21.0% | $4,851+38.4% | $6,7130% |
| Admin fee / account holder | $14,685 | $11,602+26.6% | $8,254+77.9% | $11,407+28.7% |