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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 | $141,350 | $184,014-23.2% | $161,149-12.3% | $138,895+1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.07% | 21.52%-5.5pp | 21.16%-5.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $9,712 | $5,055+92.1% | $4,360+122.7% | $4,194+131.6% |
| Participant deferral / active EE | $31,000 | $6,909+348.7% | $6,153+403.8% | $6,396+384.7% |
| Admin fee / account holder | $52,973 | $18,027+193.9% | $15,194+248.6% | $12,562+321.7% |