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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 | $136,663 | $110,337+23.9% | $102,383+33.5% | $145,877-6.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $3,605 | $4,216-14.5% | $3,870-6.9% | $4,663-22.7% |
| Participant deferral / active EE | $8,573 | $5,621+52.5% | $5,060+69.4% | $6,691+28.1% |
| Admin fee / account holder | $4,152 | $9,750-57.4% | $8,391-50.5% | $13,402-69.0% |