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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 | $125,723 | $124,425+1.0% | $112,040+12.2% | $137,256-8.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.58% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,529 | $3,411-25.9% | $2,954-14.4% | $4,156-39.1% |
| Participant deferral / active EE | $8,715 | $5,718+52.4% | $5,098+71.0% | $6,407+36.0% |
| Admin fee / account holder | $43,262 | $15,207+184.5% | $12,098+257.6% | $12,270+252.6% |