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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 | $150,777 | $135,956+10.9% | $123,894+21.7% | $273,972-45.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.50% | 56.63%-41.1pp | 47.52%-32.0pp | 41.46%-26.0pp |
| Employer contribution / active EE | $10,688 | $5,170+106.7% | $4,617+131.5% | $4,869+119.5% |
| Participant deferral / active EE | $12,516 | $6,343+97.3% | $5,984+109.2% | $5,287+136.7% |
| Admin fee / account holder | $321 | $9,817-96.7% | $8,357-96.2% | $10,133-96.8% |