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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 | $113,609 | $124,425-8.7% | $112,040+1.4% | $137,256-17.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.47% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $6,499 | $3,411+90.5% | $2,954+120.0% | $4,156+56.4% |
| Participant deferral / active EE | $2,984 | $5,718-47.8% | $5,098-41.5% | $6,407-53.4% |
| Admin fee / account holder | $17,279 | $15,207+13.6% | $12,098+42.8% | $12,270+40.8% |