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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 | $126,433 | $114,119+10.8% | $107,187+18.0% | $138,895-9.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.20% | 273.21%-261.0pp | 204.55%-192.4pp | 145.39%-133.2pp |
| Employer contribution / active EE | $6,099 | $4,059+50.3% | $3,782+61.2% | $4,194+45.4% |
| Participant deferral / active EE | $9,153 | $5,538+65.3% | $5,096+79.6% | $6,396+43.1% |
| Admin fee / account holder | $3,504 | $10,024-65.0% | $9,162-61.8% | $12,562-72.1% |