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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 | $129,311 | $111,814+15.6% | $103,374+25.1% | $145,959-11.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 24.77%-14.3pp | 24.89%-14.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,068 | $4,214-27.2% | $3,869-20.7% | $4,661-34.2% |
| Participant deferral / active EE | $8,573 | $5,618+52.6% | $5,058+69.5% | $6,689+28.2% |
| Admin fee / account holder | $16,818 | $9,754+72.4% | $8,394+100.4% | $13,398+25.5% |