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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 | $123,973 | $100,970+22.8% | $96,576+28.4% | $137,256-9.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.35% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,989 | $3,809+31.0% | $3,553+40.4% | $4,156+20.0% |
| Participant deferral / active EE | $4,276 | $8,286-48.4% | $7,956-46.3% | $6,407-33.3% |
| Admin fee / account holder | $1,280 | $11,312-88.7% | $11,381-88.8% | $12,270-89.6% |