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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 | $134,595 | $107,666+25.0% | $102,184+31.7% | $154,746-13.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.63% | 29.33%-13.7pp | 31.58%-15.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,953 | $3,846+28.8% | $3,594+37.8% | $4,379+13.1% |
| Participant deferral / active EE | $4,681 | $8,719-46.3% | $8,309-43.7% | $6,730-30.5% |
| Admin fee / account holder | $23,198 | $12,943+79.2% | $11,609+99.8% | $14,365+61.5% |