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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 | $121,446 | $114,119+6.4% | $107,187+13.3% | $138,895-12.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.45% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $11,881 | $4,059+192.7% | $3,782+214.1% | $4,194+183.3% |
| Participant deferral / active EE | $6,648 | $5,538+20.1% | $5,096+30.5% | $6,396+3.9% |
| Admin fee / account holder | $1,452 | $10,024-85.5% | $9,162-84.2% | $12,562-88.4% |