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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 | $137,680 | $124,330+10.7% | $109,173+26.1% | $167,536-17.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.81% | 26.04%+3.8pp | 25.75%+4.1pp | 478.82%-449.0pp |
| Employer contribution / active EE | $2,208 | $4,209-47.5% | $3,723-40.7% | $4,839-54.4% |
| Participant deferral / active EE | $2,663 | $5,256-49.3% | $4,654-42.8% | $6,342-58.0% |
| Admin fee / account holder | $18,027 | $7,974+126.1% | $6,755+166.9% | $12,315+46.4% |