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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 | $130,794 | $129,737+0.8% | $119,126+9.8% | $154,746-15.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.13% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,563 | $4,375-41.4% | $4,034-36.5% | $4,379-41.5% |
| Participant deferral / active EE | $5,430 | $5,842-7.1% | $5,318+2.1% | $6,730-19.3% |
| Admin fee / account holder | $13,494 | $11,961+12.8% | $10,693+26.2% | $14,365-6.1% |