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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 | $132,116 | $110,410+19.7% | $102,437+29.0% | $145,897-9.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,644 | $4,217-37.3% | $3,871-31.7% | $4,663-43.3% |
| Participant deferral / active EE | $9,737 | $5,622+73.2% | $5,060+92.4% | $6,689+45.6% |
| Admin fee / account holder | $14,816 | $9,745+52.0% | $8,388+76.6% | $13,390+10.6% |