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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 | $121,721 | $108,922+11.8% | $100,398+21.2% | $145,978-16.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 58.04%-41.0pp | 49.32%-32.3pp | 550.52%-533.5pp |
| Employer contribution / active EE | $9,073 | $4,426+105.0% | $3,946+129.9% | $4,662+94.6% |
| Participant deferral / active EE | $9,791 | $8,450+15.9% | $8,084+21.1% | $6,690+46.4% |
| Admin fee / account holder | $1,710 | $9,680-82.3% | $7,893-78.3% | $13,400-87.2% |