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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 | $139,091 | $167,415-16.9% | $140,514-1.0% | $198,609-30.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 21.07% | 13.85%+7.2pp | 14.36%+6.7pp | 202.70%-181.6pp |
| Employer contribution / active EE | $17,881 | $4,088+337.4% | $3,378+429.3% | $5,055+253.7% |
| Participant deferral / active EE | $16,750 | $5,579+200.2% | $4,919+240.6% | $6,977+140.1% |
| Admin fee / account holder | $881 | $16,730-94.7% | $13,697-93.6% | $19,030-95.4% |