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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 | $138,316 | $124,330+11.2% | $109,173+26.7% | $167,536-17.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.67% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $13,817 | $4,209+228.2% | $3,723+271.1% | $4,839+185.5% |
| Participant deferral / active EE | $7,394 | $5,256+40.7% | $4,654+58.9% | $6,342+16.6% |
| Admin fee / account holder | $913 | $7,974-88.5% | $6,755-86.5% | $12,315-92.6% |