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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 | $97,289+44.6% | $92,805+51.6% | $155,188-9.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.12% | 29.03%-10.9pp | 31.59%-13.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $6,044 | $3,632+66.4% | $3,424+76.5% | $4,248+42.3% |
| Participant deferral / active EE | $17,351 | $8,795+97.3% | $8,448+105.4% | $6,531+165.7% |
| Admin fee / account holder | $1,049 | $12,015-91.3% | $10,911-90.4% | $14,480-92.8% |