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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 | $140,385 | $110,410+27.1% | $102,437+37.0% | $145,897-3.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.19% | 24.85%-3.7pp | 24.95%-3.8pp | 552.29%-531.1pp |
| Employer contribution / active EE | $5,702 | $4,217+35.2% | $3,871+47.3% | $4,663+22.3% |
| Participant deferral / active EE | $16,403 | $5,622+191.8% | $5,060+224.2% | $6,689+145.2% |
| Admin fee / account holder | $811 | $9,745-91.7% | $8,388-90.3% | $13,390-93.9% |