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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 | $122,764 | $114,119+7.6% | $107,187+14.5% | $138,895-11.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.74% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,420 | $4,059-65.0% | $3,782-62.5% | $4,194-66.1% |
| Participant deferral / active EE | $9,275 | $5,538+67.5% | $5,096+82.0% | $6,396+45.0% |
| Admin fee / account holder | $9,768 | $10,024-2.6% | $9,162+6.6% | $12,562-22.2% |