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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 | $130,688 | $110,410+18.4% | $102,437+27.6% | $145,897-10.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.39% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $12,049 | $4,217+185.7% | $3,871+211.3% | $4,663+158.4% |
| Participant deferral / active EE | $5,582 | $5,622-0.7% | $5,060+10.3% | $6,689-16.6% |
| Admin fee / account holder | $2,069 | $9,745-78.8% | $8,388-75.3% | $13,390-84.5% |