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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 | $127,066 | $123,155+3.2% | $108,753+16.8% | $155,188-18.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.81% | 44.73%-33.9pp | 37.47%-26.7pp | 148.84%-138.0pp |
| Employer contribution / active EE | $2,619 | $2,811-6.9% | $2,427+7.9% | $4,248-38.4% |
| Participant deferral / active EE | $3,938 | $4,623-14.8% | $4,115-4.3% | $6,531-39.7% |
| Admin fee / account holder | $946 | $12,126-92.2% | $10,320-90.8% | $14,480-93.5% |