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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 | $121,256 | $100,970+20.1% | $96,576+25.6% | $137,256-11.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.83% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,703 | $3,809+49.7% | $3,553+60.5% | $4,156+37.2% |
| Participant deferral / active EE | $14,502 | $8,286+75.0% | $7,956+82.3% | $6,407+126.4% |
| Admin fee / account holder | $1,051 | $11,312-90.7% | $11,381-90.8% | $12,270-91.4% |