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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 | $124,136 | $117,846+5.3% | $102,434+21.2% | $145,884-14.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,648 | $3,615+0.9% | $3,023+20.7% | $4,662-21.8% |
| Participant deferral / active EE | $11,873 | $5,733+107.1% | $5,055+134.9% | $6,690+77.5% |
| Admin fee / account holder | $9,537 | $13,356-28.6% | $9,462+0.8% | $13,392-28.8% |