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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 | $137,023 | $124,425+10.1% | $112,040+22.3% | $137,256-0.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.99% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,100 | $3,411-9.1% | $2,954+4.9% | $4,156-25.4% |
| Participant deferral / active EE | $4,740 | $5,718-17.1% | $5,098-7.0% | $6,407-26.0% |
| Admin fee / account holder | $5,661 | $15,207-62.8% | $12,098-53.2% | $12,270-53.9% |