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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 | $134,540 | $185,312-27.4% | $161,489-16.7% | $154,746-13.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.29% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $16,741 | $4,769+251.0% | $4,268+292.2% | $4,379+282.3% |
| Participant deferral / active EE | $14,196 | $6,350+123.6% | $5,630+152.2% | $6,730+110.9% |
| Admin fee / account holder | $6,969 | $18,654-62.6% | $16,006-56.5% | $14,365-51.5% |