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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 | $115,358 | $114,119+1.1% | $107,187+7.6% | $138,895-16.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.19% | 273.21%-257.0pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,632 | $4,059-35.2% | $3,782-30.4% | $4,194-37.2% |
| Participant deferral / active EE | $16,069 | $5,538+190.2% | $5,096+215.3% | $6,396+151.2% |
| Admin fee / account holder | $751 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |