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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 | $160,311 | $114,119+40.5% | $107,187+49.6% | $138,895+15.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,473 | $4,059-14.4% | $3,782-8.2% | $4,194-17.2% |
| Participant deferral / active EE | $7,166 | $5,538+29.4% | $5,096+40.6% | $6,396+12.0% |
| Admin fee / account holder | $11,535 | $10,024+15.1% | $9,162+25.9% | $12,562-8.2% |