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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 | $136,860+0.1% | $120,344+13.9% | $154,746-11.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.99% | 21.38%-8.4pp | 20.30%-7.3pp | 172.34%-159.3pp |
| Employer contribution / active EE | $3,100 | $3,533-12.3% | $3,020+2.6% | $4,379-29.2% |
| Participant deferral / active EE | $4,740 | $5,793-18.2% | $5,135-7.7% | $6,730-29.6% |
| Admin fee / account holder | $5,661 | $15,393-63.2% | $12,742-55.6% | $14,365-60.6% |