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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 | $134,401 | $110,278+21.9% | $95,740+40.4% | $139,466-3.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.73% | 27.19%-15.5pp | 28.41%-16.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $4,731 | $3,260+45.1% | $2,836+66.8% | $4,754-0.5% |
| Participant deferral / active EE | $6,644 | $4,674+42.1% | $4,244+56.6% | $6,712-1.0% |
| Admin fee / account holder | $8,544 | $6,613+29.2% | $5,676+50.5% | $11,409-25.1% |