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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 | $136,313 | $114,119+19.4% | $107,187+27.2% | $138,895-1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.98% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,190 | $4,059-21.4% | $3,782-15.7% | $4,194-23.9% |
| Participant deferral / active EE | $8,324 | $5,538+50.3% | $5,096+63.3% | $6,396+30.1% |
| Admin fee / account holder | $2,265 | $10,024-77.4% | $9,162-75.3% | $12,562-82.0% |