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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 | $136,252 | $114,119+19.4% | $107,187+27.1% | $138,895-1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 35.38% | 273.21%-237.8pp | 204.55%-169.2pp | 145.39%-110.0pp |
| Employer contribution / active EE | $2,342 | $4,059-42.3% | $3,782-38.1% | $4,194-44.2% |
| Participant deferral / active EE | $7,916 | $5,538+42.9% | $5,096+55.3% | $6,396+23.8% |
| Admin fee / account holder | $555 | $10,024-94.5% | $9,162-93.9% | $12,562-95.6% |