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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 | $114,650 | $114,013+0.6% | $103,693+10.6% | $155,188-26.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.85% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $9,581 | $3,131+206.0% | $2,920+228.1% | $4,248+125.6% |
| Participant deferral / active EE | $11,475 | $4,970+130.9% | $4,579+150.6% | $6,531+75.7% |
| Admin fee / account holder | $14,278 | $8,407+69.8% | $7,858+81.7% | $14,480-1.4% |