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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 | $128,872 | $117,444+9.7% | $99,479+29.5% | $152,909-15.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.62% | 31.87%-14.2pp | 30.72%-13.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,918 | $3,014-3.2% | $2,540+14.9% | $4,764-38.8% |
| Participant deferral / active EE | $3,138 | $4,086-23.2% | $3,619-13.3% | $5,851-46.4% |
| Admin fee / account holder | $5,255 | $7,635-31.2% | $6,253-16.0% | $11,601-54.7% |