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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 | $122,603 | $107,733+13.8% | $92,985+31.9% | $154,746-20.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.53% | 30.39%-17.9pp | 27.99%-15.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,093 | $3,126-1.1% | $2,662+16.2% | $4,379-29.4% |
| Participant deferral / active EE | $3,542 | $5,053-29.9% | $4,377-19.1% | $6,730-47.4% |
| Admin fee / account holder | $10,538 | $11,369-7.3% | $9,463+11.4% | $14,365-26.6% |