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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 | $135,215 | $227,291-40.5% | $214,702-37.0% | $155,188-12.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.47% | 60.08%-47.6pp | 54.55%-42.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,817 | $6,772-58.4% | $6,461-56.4% | $4,248-33.7% |
| Participant deferral / active EE | $12,330 | $9,582+28.7% | $9,147+34.8% | $6,531+88.8% |
| Admin fee / account holder | $1,022 | $20,413-95.0% | $19,830-94.8% | $14,480-92.9% |