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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 | $116,858 | $112,729+3.7% | $98,716+18.4% | $137,256-14.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.11% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,163 | $2,725+89.4% | $2,279+126.6% | $4,156+24.2% |
| Participant deferral / active EE | $12,582 | $4,640+171.2% | $4,048+210.8% | $6,407+96.4% |
| Admin fee / account holder | $969 | $10,129-90.4% | $8,703-88.9% | $12,270-92.1% |