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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 | $122,156 | $98,776+23.7% | $149,745-18.4% | $79,856+53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.38% | 27.38%-11.0pp | 276.72%-260.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,375 | $3,217+4.9% | $4,646-27.4% | $2,471+36.6% |
| Participant deferral / active EE | $7,366 | $5,681+29.7% | $6,843+7.6% | $3,741+96.9% |
| Admin fee / account holder | $6,178 | $6,053+2.1% | $9,312-33.7% | $5,306+16.4% |