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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 | $133,689 | $111,814+19.6% | $103,374+29.3% | $145,959-8.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,869-69.4% | $4,661-74.6% |
| Participant deferral / active EE | $5,298 | $5,618-5.7% | $5,058+4.8% | $6,689-20.8% |
| Admin fee / account holder | $1,250 | $9,754-87.2% | $8,394-85.1% | $13,398-90.7% |