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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 | $114,788 | $114,119+0.6% | $107,187+7.1% | $138,895-17.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.29% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,679 | $4,059+15.3% | $3,782+23.7% | $4,194+11.5% |
| Participant deferral / active EE | $32,047 | $5,538+478.7% | $5,096+528.9% | $6,396+401.0% |
| Admin fee / account holder | $3,797 | $10,024-62.1% | $9,162-58.6% | $12,562-69.8% |