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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 | $125,193+6.1% | $105,591+25.7% | $145,978-9.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.55% | 225.53%-217.0pp | 116.43%-107.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $4,788 | $3,718+28.8% | $3,166+51.2% | $4,662+2.7% |
| Participant deferral / active EE | $2,565 | $5,708-55.1% | $5,008-48.8% | $6,690-61.7% |
| Admin fee / account holder | $25,580 | $17,277+48.1% | $11,024+132.0% | $13,400+90.9% |