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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 | $139,960 | $111,814+25.2% | $103,374+35.4% | $145,959-4.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,646 | $4,214+10.3% | $3,869+20.1% | $4,661-0.3% |
| Participant deferral / active EE | $9,530 | $5,618+69.6% | $5,058+88.4% | $6,689+42.5% |
| Admin fee / account holder | $7,841 | $9,754-19.6% | $8,394-6.6% | $13,398-41.5% |