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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 | $120,543 | $114,119+5.6% | $107,187+12.5% | $138,895-13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.15% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $26,663 | $4,059+556.9% | $3,782+605.0% | $4,194+535.7% |
| Participant deferral / active EE | $16,631 | $5,538+200.3% | $5,096+226.3% | $6,396+160.0% |
| Admin fee / account holder | $1,427 | $10,024-85.8% | $9,162-84.4% | $12,562-88.6% |