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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 | $117,998 | $110,303+7.0% | $95,759+23.2% | $139,487-15.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 27.19%-11.7pp | 28.42%-12.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $6,263 | $3,261+92.1% | $2,836+120.8% | $4,755+31.7% |
| Participant deferral / active EE | $14,386 | $4,674+207.8% | $4,244+239.0% | $6,713+114.3% |
| Admin fee / account holder | $1,327 | $6,615-79.9% | $5,678-76.6% | $11,407-88.4% |