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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 | $110,291 | $100,970+9.2% | $96,576+14.2% | $137,256-19.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.68% | 38.16%-18.5pp | 38.47%-18.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,702 | $3,809+49.7% | $3,553+60.5% | $4,156+37.2% |
| Participant deferral / active EE | $13,813 | $8,286+66.7% | $7,956+73.6% | $6,407+115.6% |
| Admin fee / account holder | $1,073 | $11,312-90.5% | $11,381-90.6% | $12,270-91.3% |