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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 | $122,417 | $104,251+17.4% | $91,004+34.5% | $147,586-17.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 27.06%-13.6pp | 4.60%+8.9pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,129 | $3,116-31.7% | $2,456-13.3% | $4,876-56.3% |
| Participant deferral / active EE | $8,162 | $4,195+94.6% | $3,548+130.1% | $5,439+50.1% |
| Admin fee / account holder | $16,762 | $8,948+87.3% | $5,417+209.4% | $10,886+54.0% |