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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 | $132,052 | $110,337+19.7% | $102,383+29.0% | $145,877-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 24.83%-10.1pp | 24.94%-10.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $13,205 | $4,216+213.2% | $3,870+241.2% | $4,663+183.2% |
| Participant deferral / active EE | $4,734 | $5,621-15.8% | $5,060-6.4% | $6,691-29.2% |
| Admin fee / account holder | $9,787 | $9,750+0.4% | $8,391+16.6% | $13,402-27.0% |