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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 | $136,543 | $111,814+22.1% | $103,378+32.1% | $145,978-6.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $13,588 | $4,215+222.4% | $3,870+251.1% | $4,662+191.5% |
| Participant deferral / active EE | $8,314 | $5,618+48.0% | $5,058+64.4% | $6,690+24.3% |
| Admin fee / account holder | $1,233 | $9,764-87.4% | $8,401-85.3% | $13,400-90.8% |