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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 | $138,812 | $136,860+1.4% | $120,344+15.3% | $154,746-10.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.55% | 21.38%-8.8pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $5,217 | $3,533+47.7% | $3,020+72.8% | $4,379+19.1% |
| Participant deferral / active EE | $3,759 | $5,793-35.1% | $5,135-26.8% | $6,730-44.2% |
| Admin fee / account holder | $11,217 | $15,393-27.1% | $12,742-12.0% | $14,365-21.9% |