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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 | $124,609 | $117,433+6.1% | $99,475+25.3% | $152,897-18.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 24.20% | 31.87%-7.7pp | 30.72%-6.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $11,282 | $3,013+274.4% | $2,540+344.2% | $4,764+136.8% |
| Participant deferral / active EE | $10,092 | $4,086+147.0% | $3,619+178.9% | $5,851+72.5% |
| Admin fee / account holder | $1,163 | $7,634-84.8% | $6,252-81.4% | $11,599-90.0% |