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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 | $136,860-8.1% | $120,344+4.5% | $154,746-18.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.58% | 21.38%-7.8pp | 20.30%-6.7pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,529 | $3,533-28.4% | $3,020-16.3% | $4,379-42.2% |
| Participant deferral / active EE | $8,715 | $5,793+50.4% | $5,135+69.7% | $6,730+29.5% |
| Admin fee / account holder | $43,262 | $15,393+181.1% | $12,742+239.5% | $14,365+201.2% |