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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 | $140,759 | $115,917+21.4% | $100,535+40.0% | $158,982-11.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.41% | 34.80%-8.4pp | 30.90%-4.5pp | 302.99%-276.6pp |
| Employer contribution / active EE | $3,017 | $4,105-26.5% | $3,419-11.7% | $4,763-36.7% |
| Participant deferral / active EE | $2,527 | $6,677-62.2% | $6,271-59.7% | $5,983-57.8% |
| Admin fee / account holder | $12,589 | $11,002+14.4% | $8,085+55.7% | $11,252+11.9% |