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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 | $128,027 | $114,119+12.2% | $107,187+19.4% | $138,895-7.8% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 18.74% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $14,701 | $4,059+262.2% | $3,782+288.7% | $4,194+250.5% |
| Participant deferral / active EE | $6,590 | $5,538+19.0% | $5,096+29.3% | $6,396+3.0% |
| Admin fee / account holder | $1,431 | $10,024-85.7% | $9,162-84.4% | $12,562-88.6% |