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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 | $119,858 | $114,119+5.0% | $107,187+11.8% | $138,895-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.15% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $24,041 | $4,059+492.3% | $3,782+535.6% | $4,194+473.2% |
| Participant deferral / active EE | $3,620 | $5,538-34.6% | $5,096-29.0% | $6,396-43.4% |
| Admin fee / account holder | $5,173 | $10,024-48.4% | $9,162-43.5% | $12,562-58.8% |