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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 | $169,695 | $135,956+24.8% | $123,894+37.0% | $273,972-38.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.94% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $14,012 | $5,170+171.0% | $4,617+203.5% | $4,869+187.8% |
| Participant deferral / active EE | $12,543 | $6,343+97.8% | $5,984+109.6% | $5,287+137.2% |
| Admin fee / account holder | $306 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |