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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 | $107,666+30.7% | $102,184+37.7% | $154,746-9.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.12% | 29.33%-11.2pp | 31.58%-13.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $6,044 | $3,846+57.1% | $3,594+68.2% | $4,379+38.0% |
| Participant deferral / active EE | $17,351 | $8,719+99.0% | $8,309+108.8% | $6,730+157.8% |
| Admin fee / account holder | $1,049 | $12,943-91.9% | $11,609-91.0% | $14,365-92.7% |