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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 | $132,430 | $124,351+6.5% | $109,188+21.3% | $167,553-21.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.57% | 26.04%-11.5pp | 25.76%-11.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $4,684 | $4,210+11.3% | $3,723+25.8% | $4,840-3.2% |
| Participant deferral / active EE | $4,847 | $5,257-7.8% | $4,654+4.1% | $6,343-23.6% |
| Admin fee / account holder | $68,140 | $7,975+754.4% | $6,755+908.7% | $12,316+453.2% |