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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 | $142,826 | $135,956+5.1% | $123,894+15.3% | $273,972-47.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.64% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $10,625 | $5,170+105.5% | $4,617+130.1% | $4,869+118.2% |
| Participant deferral / active EE | $6,345 | $6,3430% | $5,984+6.0% | $5,287+20.0% |
| Admin fee / account holder | $657 | $9,817-93.3% | $8,357-92.1% | $10,133-93.5% |