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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 | $140,687 | $100,970+39.3% | $96,576+45.7% | $137,256+2.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.12% | 38.16%-20.0pp | 38.47%-20.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $6,044 | $3,809+58.7% | $3,553+70.1% | $4,156+45.4% |
| Participant deferral / active EE | $17,351 | $8,286+109.4% | $7,956+118.1% | $6,407+170.8% |
| Admin fee / account holder | $1,049 | $11,312-90.7% | $11,381-90.8% | $12,270-91.4% |