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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 | $121,073 | $53,841+124.9% | $75,731+59.9% | $85,851+41.0% |
| Participation rate | 93.3% | 69.0%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 13.40% | 24.54%-11.1pp | 104.65%-91.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $2,135 | $2,017+5.9% | $2,743-22.2% | $2,565-16.8% |
| Participant deferral / active EE | $8,345 | $2,895+188.3% | $3,820+118.5% | $3,952+111.1% |
| Admin fee / account holder | $7,563 | $3,340+126.4% | $3,620+108.9% | $6,261+20.8% |