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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 | $128,176 | $111,814+14.6% | $103,378+24.0% | $145,978-12.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,321 | $4,215+2.5% | $3,870+11.6% | $4,662-7.3% |
| Participant deferral / active EE | $10,584 | $5,618+88.4% | $5,058+109.3% | $6,690+58.2% |
| Admin fee / account holder | $1,415 | $9,764-85.5% | $8,401-83.2% | $13,400-89.4% |