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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 | $117,878 | $112,729+4.6% | $98,716+19.4% | $137,256-14.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.62% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,680 | $2,725+402.0% | $2,279+500.4% | $4,156+229.2% |
| Participant deferral / active EE | $12,409 | $4,640+167.4% | $4,048+206.6% | $6,407+93.7% |
| Admin fee / account holder | $4,075 | $10,129-59.8% | $8,703-53.2% | $12,270-66.8% |