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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 | $120,583 | $110,278+9.3% | $95,740+25.9% | $139,466-13.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 27.19%-13.5pp | 28.41%-14.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,728 | $3,260+14.3% | $2,836+31.4% | $4,754-21.6% |
| Participant deferral / active EE | $3,466 | $4,674-25.9% | $4,244-18.3% | $6,712-48.4% |
| Admin fee / account holder | $4,250 | $6,613-35.7% | $5,676-25.1% | $11,409-62.7% |