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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 | $124,775 | $110,212+13.2% | $96,534+29.3% | $139,466-10.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 26.42%-13.5pp | 25.88%-13.0pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,470 | $3,620-59.4% | $2,965-50.4% | $4,754-69.1% |
| Participant deferral / active EE | $6,461 | $5,547+16.5% | $4,851+33.2% | $6,712-3.7% |
| Admin fee / account holder | $5,020 | $11,599-56.7% | $8,253-39.2% | $11,409-56.0% |