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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 | $125,438 | $115,225+8.9% | $100,712+24.6% | $138,895-9.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.73% | 40.35%-26.6pp | 33.27%-19.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,961 | $2,771+6.9% | $2,313+28.0% | $4,194-29.4% |
| Participant deferral / active EE | $8,908 | $4,699+89.6% | $4,085+118.1% | $6,396+39.3% |
| Admin fee / account holder | $4,752 | $10,844-56.2% | $9,256-48.7% | $12,562-62.2% |