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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 | $116,789 | $114,119+2.3% | $107,187+9.0% | $138,895-15.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.65% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $14,537 | $4,059+258.2% | $3,782+284.4% | $4,194+246.6% |
| Participant deferral / active EE | $5,033 | $5,538-9.1% | $5,096-1.2% | $6,396-21.3% |
| Admin fee / account holder | $7,446 | $10,024-25.7% | $9,162-18.7% | $12,562-40.7% |