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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 | $125,758 | $152,592-17.6% | $125,180+0.5% | $152,885-17.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.70% | 54.84%-33.1pp | 43.79%-22.1pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,752 | $4,947-24.2% | $3,866-2.9% | $4,763-21.2% |
| Participant deferral / active EE | $7,819 | $5,868+33.2% | $4,937+58.4% | $5,851+33.6% |
| Admin fee / account holder | $14,891 | $13,435+10.8% | $9,703+53.5% | $11,598+28.4% |