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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 | $138,567 | $124,330+11.5% | $109,173+26.9% | $167,536-17.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.68% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.1pp |
| Employer contribution / active EE | $6,869 | $4,209+63.2% | $3,723+84.5% | $4,839+42.0% |
| Participant deferral / active EE | $3,673 | $5,256-30.1% | $4,654-21.1% | $6,342-42.1% |
| Admin fee / account holder | $3,359 | $7,974-57.9% | $6,755-50.3% | $12,315-72.7% |