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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 | $131,231 | $124,425+5.5% | $112,040+17.1% | $137,256-4.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.48% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,493 | $3,411+31.7% | $2,954+52.1% | $4,156+8.1% |
| Participant deferral / active EE | $13,687 | $5,718+139.4% | $5,098+168.5% | $6,407+113.6% |
| Admin fee / account holder | $7,581 | $15,207-50.1% | $12,098-37.3% | $12,270-38.2% |