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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 | $122,174 | $117,846+3.7% | $102,434+19.3% | $145,884-16.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 31.90%-20.5pp | 29.46%-18.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $14,395 | $3,615+298.2% | $3,023+376.2% | $4,662+208.8% |
| Participant deferral / active EE | $8,798 | $5,733+53.5% | $5,055+74.0% | $6,690+31.5% |
| Admin fee / account holder | $7,727 | $13,356-42.1% | $9,462-18.3% | $13,392-42.3% |