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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 | $124,870 | $112,729+10.8% | $98,716+26.5% | $137,256-9.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.36% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,596 | $2,725+68.6% | $2,279+101.7% | $4,156+10.6% |
| Participant deferral / active EE | $12,580 | $4,640+171.1% | $4,048+210.8% | $6,407+96.4% |
| Admin fee / account holder | $1,086 | $10,129-89.3% | $8,703-87.5% | $12,270-91.1% |