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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 | $136,899 | $126,661+8.1% | $113,397+20.7% | $138,895-1.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.11% | 25.05%-14.9pp | 23.20%-13.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $13,505 | $3,456+290.7% | $2,977+353.6% | $4,194+222.0% |
| Participant deferral / active EE | $9,000 | $5,693+58.1% | $5,076+77.3% | $6,396+40.7% |
| Admin fee / account holder | $1,272 | $14,549-91.3% | $11,957-89.4% | $12,562-89.9% |