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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 | $118,833 | $112,729+5.4% | $98,716+20.4% | $137,256-13.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.86% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,881 | $2,725+5.7% | $2,279+26.4% | $4,156-30.7% |
| Participant deferral / active EE | $9,400 | $4,640+102.6% | $4,048+132.2% | $6,407+46.7% |
| Admin fee / account holder | $1,714 | $10,129-83.1% | $8,703-80.3% | $12,270-86.0% |