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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 | $116,973 | $112,729+3.8% | $98,716+18.5% | $137,256-14.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.49% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $8,934 | $2,725+227.8% | $2,279+292.1% | $4,156+115.0% |
| Participant deferral / active EE | $7,942 | $4,640+71.2% | $4,048+96.2% | $6,407+24.0% |
| Admin fee / account holder | $1,200 | $10,129-88.2% | $8,703-86.2% | $12,270-90.2% |