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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 | $136,860+1.6% | $120,344+15.6% | $154,746-10.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.07% | 21.38%-0.3pp | 20.30%+0.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $17,881 | $3,533+406.1% | $3,020+492.1% | $4,379+308.3% |
| Participant deferral / active EE | $16,750 | $5,793+189.1% | $5,135+226.2% | $6,730+148.9% |
| Admin fee / account holder | $881 | $15,393-94.3% | $12,742-93.1% | $14,365-93.9% |