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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 | $131,271 | $124,425+5.5% | $112,040+17.2% | $137,256-4.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.78% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $16,090 | $3,411+371.7% | $2,954+444.7% | $4,156+287.2% |
| Participant deferral / active EE | $11,331 | $5,718+98.1% | $5,098+122.3% | $6,407+76.9% |
| Admin fee / account holder | $9,589 | $15,207-36.9% | $12,098-20.7% | $12,270-21.9% |