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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 | $139,315 | $110,337+26.3% | $102,383+36.1% | $145,877-4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $24,995 | $4,216+492.9% | $3,870+545.8% | $4,663+436.0% |
| Participant deferral / active EE | $15,300 | $5,621+172.2% | $5,060+202.4% | $6,691+128.7% |
| Admin fee / account holder | $10,137 | $9,750+4.0% | $8,391+20.8% | $13,402-24.4% |