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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 | $129,107 | $184,014-29.8% | $161,149-19.9% | $138,895-7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.89% | 21.52%-7.6pp | 21.16%-7.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $14,948 | $5,055+195.7% | $4,360+242.8% | $4,194+256.4% |
| Participant deferral / active EE | $10,461 | $6,909+51.4% | $6,153+70.0% | $6,396+63.6% |
| Admin fee / account holder | $2,080 | $18,027-88.5% | $15,194-86.3% | $12,562-83.4% |