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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 | $138,829 | $157,829-12.0% | $136,867+1.4% | $198,609-30.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 24.00% | 51.25%-27.2pp | 42.97%-19.0pp | 202.70%-178.7pp |
| Employer contribution / active EE | $4,322 | $3,923+10.2% | $3,547+21.8% | $5,055-14.5% |
| Participant deferral / active EE | $7,398 | $5,463+35.4% | $4,924+50.3% | $6,977+6.0% |
| Admin fee / account holder | $11,072 | $11,107-0.3% | $10,340+7.1% | $19,030-41.8% |