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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 | $140,115 | $110,278+27.1% | $95,740+46.3% | $139,466+0.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.39% | 27.19%-17.8pp | 28.41%-19.0pp | 373.66%-364.3pp |
| Employer contribution / active EE | $2,374 | $3,260-27.2% | $2,836-16.3% | $4,754-50.1% |
| Participant deferral / active EE | $7,633 | $4,674+63.3% | $4,244+79.9% | $6,712+13.7% |
| Admin fee / account holder | $1,263 | $6,613-80.9% | $5,676-77.8% | $11,409-88.9% |