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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 | $127,921 | $123,155+3.9% | $108,753+17.6% | $155,188-17.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.15% | 44.73%-26.6pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $9,053 | $2,811+222.0% | $2,427+273.1% | $4,248+113.1% |
| Participant deferral / active EE | $13,720 | $4,623+196.8% | $4,115+233.4% | $6,531+110.1% |
| Admin fee / account holder | $525 | $12,126-95.7% | $10,320-94.9% | $14,480-96.4% |