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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 | $122,853 | $113,338+8.4% | $94,993+29.3% | $147,586-16.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.31% | 20.80%-9.5pp | 27.14%-15.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $3,182 | $3,160+0.7% | $2,603+22.2% | $4,876-34.7% |
| Participant deferral / active EE | $3,151 | $3,777-16.6% | $3,317-5.0% | $5,439-42.1% |
| Admin fee / account holder | $13,442 | $6,063+121.7% | $4,960+171.0% | $10,886+23.5% |