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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 | $125,605 | $117,904+6.5% | $102,457+22.6% | $145,978-14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.80%-21.7pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,189 | $3,613-39.4% | $3,022-27.6% | $4,662-53.0% |
| Participant deferral / active EE | $4,825 | $5,733-15.9% | $5,054-4.5% | $6,690-27.9% |
| Admin fee / account holder | $17,942 | $13,329+34.6% | $9,451+89.8% | $13,400+33.9% |