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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 | $133,419 | $161,352-17.3% | $134,172-0.6% | $137,256-2.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.10% | 28.72%-16.6pp | 25.30%-13.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $19,819 | $4,099+383.5% | $3,420+479.5% | $4,156+376.9% |
| Participant deferral / active EE | $20,667 | $5,552+272.2% | $4,690+340.6% | $6,407+222.6% |
| Admin fee / account holder | $605 | $15,028-96.0% | $12,016-95.0% | $12,270-95.1% |