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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 | $127,745 | $124,330+2.7% | $109,173+17.0% | $167,536-23.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.68% | 26.04%-16.4pp | 25.75%-16.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,792 | $4,209-9.9% | $3,723+1.9% | $4,839-21.6% |
| Participant deferral / active EE | $12,594 | $5,256+139.6% | $4,654+170.6% | $6,342+98.6% |
| Admin fee / account holder | $19,403 | $7,974+143.3% | $6,755+187.2% | $12,315+57.6% |