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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 | $130,073 | $110,212+18.0% | $96,534+34.7% | $139,466-6.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.42% | 26.42%-4.0pp | 25.88%-3.5pp | 373.66%-351.2pp |
| Employer contribution / active EE | $2,584 | $3,620-28.6% | $2,965-12.8% | $4,754-45.6% |
| Participant deferral / active EE | $4,811 | $5,547-13.3% | $4,851-0.8% | $6,712-28.3% |
| Admin fee / account holder | $8,988 | $11,599-22.5% | $8,253+8.9% | $11,409-21.2% |