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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 | $119,008 | $125,190-4.9% | $105,624+12.7% | $145,897-18.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 225.22%-211.4pp | 116.20%-102.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $5,104 | $3,720+37.2% | $3,168+61.1% | $4,663+9.5% |
| Participant deferral / active EE | $8,703 | $5,716+52.3% | $5,013+73.6% | $6,689+30.1% |
| Admin fee / account holder | $4,487 | $17,138-73.8% | $10,961-59.1% | $13,390-66.5% |