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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 | $136,057 | $111,535+22.0% | $105,223+29.3% | $137,256-0.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.62% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $869 | $3,939-77.9% | $3,689-76.4% | $4,156-79.1% |
| Participant deferral / active EE | $5,499 | $5,5000% | $5,072+8.4% | $6,407-14.2% |
| Admin fee / account holder | $8,856 | $9,721-8.9% | $8,8590% | $12,270-27.8% |