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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 | $106,187 | $99,053+7.2% | $88,179+20.4% | $138,895-23.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.21% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $15,758 | $2,882+446.8% | $2,549+518.1% | $4,194+275.7% |
| Participant deferral / active EE | $5,461 | $5,225+4.5% | $4,614+18.4% | $6,396-14.6% |
| Admin fee / account holder | $17,773 | $8,748+103.2% | $7,673+131.6% | $12,562+41.5% |