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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 | $131,568 | $110,337+19.2% | $102,383+28.5% | $145,877-9.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.83%-8.9pp | 24.94%-9.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $19,615 | $4,216+365.3% | $3,870+406.8% | $4,663+320.7% |
| Participant deferral / active EE | $20,667 | $5,621+267.7% | $5,060+308.5% | $6,691+208.9% |
| Admin fee / account holder | $791 | $9,750-91.9% | $8,391-90.6% | $13,402-94.1% |