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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 | $112,896 | $110,278+2.4% | $95,740+17.9% | $139,466-19.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.48% | 27.19%-12.7pp | 28.41%-13.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $7,080 | $3,260+117.2% | $2,836+149.6% | $4,754+48.9% |
| Participant deferral / active EE | $3,599 | $4,674-23.0% | $4,244-15.2% | $6,712-46.4% |
| Admin fee / account holder | $3,954 | $6,613-40.2% | $5,676-30.3% | $11,409-65.3% |