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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 | $132,775 | $125,190+6.1% | $105,624+25.7% | $145,897-9.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.55% | 225.22%-216.7pp | 116.20%-107.7pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,788 | $3,720+28.7% | $3,168+51.2% | $4,663+2.7% |
| Participant deferral / active EE | $2,565 | $5,716-55.1% | $5,013-48.8% | $6,689-61.7% |
| Admin fee / account holder | $25,580 | $17,138+49.3% | $10,961+133.4% | $13,390+91.0% |