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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 | $122,118 | $115,814+5.4% | $101,275+20.6% | $158,982-23.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.18% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $25,678 | $4,176+514.9% | $3,660+601.6% | $4,763+439.1% |
| Participant deferral / active EE | $9,427 | $4,958+90.1% | $4,371+115.7% | $5,983+57.5% |
| Admin fee / account holder | $1,226 | $7,249-83.1% | $5,948-79.4% | $11,252-89.1% |