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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 | $120,642 | $113,941+5.9% | $94,229+28.0% | $125,389-3.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.15% | 5.29%-2.1pp | 10.68%-7.5pp | 282.24%-279.1pp |
| Employer contribution / active EE | $8,435 | $4,727+78.4% | $3,587+135.2% | $4,866+73.3% |
| Participant deferral / active EE | $10,348 | $5,179+99.8% | $4,320+139.5% | $5,352+93.4% |
| Admin fee / account holder | $40,323 | $8,392+380.5% | $6,269+543.2% | $9,541+322.6% |