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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 | $124,903 | $96,965+28.8% | $97,995+27.5% | $147,586-15.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.60% | 24.11%-9.5pp | 23.94%-9.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,869 | $4,536-36.7% | $4,158-31.0% | $4,876-41.2% |
| Participant deferral / active EE | $10,530 | $5,081+107.2% | $5,097+106.6% | $5,439+93.6% |
| Admin fee / account holder | $5,739 | $8,120-29.3% | $5,943-3.4% | $10,886-47.3% |