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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 | $129,180 | $127,296+1.5% | $109,907+17.5% | $167,536-22.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.50% | 22.97%-9.5pp | 29.46%-16.0pp | 478.82%-465.3pp |
| Employer contribution / active EE | $8,171 | $3,325+145.8% | $2,844+187.3% | $4,839+68.9% |
| Participant deferral / active EE | $4,387 | $4,513-2.8% | $4,047+8.4% | $6,342-30.8% |
| Admin fee / account holder | $17,336 | $7,119+143.5% | $6,069+185.7% | $12,315+40.8% |