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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 | $128,904 | $114,013+13.1% | $103,693+24.3% | $155,188-16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.07% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $14,813 | $3,131+373.1% | $2,920+407.3% | $4,248+248.7% |
| Participant deferral / active EE | $8,204 | $4,970+65.1% | $4,579+79.1% | $6,531+25.6% |
| Admin fee / account holder | $2,160 | $8,407-74.3% | $7,858-72.5% | $14,480-85.1% |