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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 | $122,824 | $110,278+11.4% | $95,740+28.3% | $139,466-11.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 27.19%-10.9pp | 28.41%-12.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $3,018 | $3,260-7.4% | $2,836+6.4% | $4,754-36.5% |
| Participant deferral / active EE | $7,937 | $4,674+69.8% | $4,244+87.0% | $6,712+18.2% |
| Admin fee / account holder | $10,969 | $6,613+65.9% | $5,676+93.2% | $11,409-3.9% |