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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 | $139,521 | $127,387+9.5% | $115,038+21.3% | $125,389+11.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.10% | 31.28%-30.2pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $7,094 | $5,166+37.3% | $4,608+54.0% | $4,866+45.8% |
| Participant deferral / active EE | $6,675 | $6,423+3.9% | $6,026+10.8% | $5,352+24.7% |
| Admin fee / account holder | $306 | $9,516-96.8% | $8,175-96.3% | $9,541-96.8% |