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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 | $134,753 | $127,298+5.9% | $109,916+22.6% | $167,553-19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.44% | 22.97%-12.5pp | 29.46%-19.0pp | 478.89%-468.5pp |
| Employer contribution / active EE | $3,428 | $3,325+3.1% | $2,844+20.5% | $4,840-29.2% |
| Participant deferral / active EE | $14,858 | $4,513+229.2% | $4,047+267.1% | $6,343+134.3% |
| Admin fee / account holder | $2,911 | $7,119-59.1% | $6,069-52.0% | $12,316-76.4% |